See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,825 | $177,572-38.2% | $154,803-29.1% | $142,382-22.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.35% | 65.07%-49.7pp | 58.88%-43.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $14,423 | $4,810+199.8% | $4,305+235.0% | $4,299+235.5% |
| Participant deferral / active EE | $11,549 | $6,272+84.2% | $5,540+108.5% | $6,507+77.5% |
| Admin fee / account holder | $9,892 | $16,786-41.1% | $14,329-31.0% | $12,624-21.6% |