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 | $32,044 | $93,571-65.8% | $135,903-76.4% | $75,163-57.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 58.17% | 30.90%+27.3pp | 68.23%-10.1pp | 160.62%-102.4pp |
| Employer contribution / active EE | $5,223 | $3,537+47.7% | $4,856+7.6% | $2,670+95.6% |
| Participant deferral / active EE | $12,309 | $6,404+92.2% | $7,758+58.7% | $4,125+198.4% |
| Admin fee / account holder | $2,357 | $6,975-66.2% | $10,762-78.1% | $5,651-58.3% |