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 | $30,662 | $175,202-82.5% | $149,673-79.5% | $139,434-78.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.22% | 166.71%-152.5pp | 134.42%-120.2pp | 372.94%-358.7pp |
| Employer contribution / active EE | $11,116 | $5,474+103.1% | $4,818+130.7% | $4,751+134.0% |
| Participant deferral / active EE | $4,968 | $6,519-23.8% | $5,680-12.5% | $6,710-26.0% |
| Admin fee / account holder | $4,076 | $16,150-74.8% | $13,210-69.1% | $11,403-64.3% |