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 | $44,949 | $154,228-70.9% | $145,433-69.1% | $137,256-67.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 104.51% | 74.59%+29.9pp | 66.58%+37.9pp | 220.34%-115.8pp |
| Employer contribution / active EE | $31,204 | $4,804+549.5% | $4,554+585.1% | $4,156+650.8% |
| Participant deferral / active EE | $11,363 | $8,216+38.3% | $7,897+43.9% | $6,407+77.4% |
| Admin fee / account holder | $751 | $14,344-94.8% | $13,129-94.3% | $12,270-93.9% |