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 | $59,635 | $117,983-49.5% | $101,794-41.4% | $142,382-58.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 44.67% | 36.92%+7.8pp | 30.53%+14.1pp | 217.08%-172.4pp |
| Employer contribution / active EE | $4,814 | $2,773+73.6% | $2,289+110.3% | $4,299+12.0% |
| Participant deferral / active EE | $9,219 | $4,714+95.6% | $4,084+125.7% | $6,507+41.7% |
| Admin fee / account holder | $645 | $10,433-93.8% | $8,777-92.7% | $12,624-94.9% |