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 | $29,423 | $133,922-78.0% | $116,228-74.7% | $142,382-79.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 20.79% | 147.76%-127.0pp | 90.06%-69.3pp | 217.08%-196.3pp |
| Employer contribution / active EE | $7,602 | $3,446+120.6% | $2,994+153.9% | $4,299+76.8% |
| Participant deferral / active EE | $18,289 | $5,672+222.4% | $4,953+269.2% | $6,507+181.1% |
| Admin fee / account holder | $10,749 | $14,945-28.1% | $11,989-10.3% | $12,624-14.9% |