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 | $78,164 | $133,922-41.6% | $116,228-32.7% | $142,382-45.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 19.50% | 147.76%-128.3pp | 90.06%-70.6pp | 217.08%-197.6pp |
| Employer contribution / active EE | $5,440 | $3,446+57.9% | $2,994+81.7% | $4,299+26.5% |
| Participant deferral / active EE | $7,062 | $5,672+24.5% | $4,953+42.6% | $6,507+8.5% |
| Admin fee / account holder | $41,276 | $14,945+176.2% | $11,989+244.3% | $12,624+227.0% |