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 | $53,199 | $185,822-71.4% | $169,993-68.7% | $139,434-61.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 44.20% | 60.50%-16.3pp | 53.37%-9.2pp | 372.94%-328.7pp |
| Employer contribution / active EE | $6,164 | $7,590-18.8% | $6,785-9.1% | $4,751+29.8% |
| Participant deferral / active EE | $13,201 | $11,622+13.6% | $10,408+26.8% | $6,710+96.7% |
| Admin fee / account holder | $3,420 | $15,381-77.8% | $12,815-73.3% | $11,403-70.0% |