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 | $27,227 | $100,773-73.0% | $88,946-69.4% | $142,382-80.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 25.15% | 70.18%-45.0pp | 57.82%-32.7pp | 217.08%-191.9pp |
| Employer contribution / active EE | $7,725 | $2,918+164.8% | $2,555+202.4% | $4,299+79.7% |
| Participant deferral / active EE | $16,988 | $5,230+224.8% | $4,581+270.8% | $6,507+161.1% |
| Admin fee / account holder | $4,071 | $9,693-58.0% | $8,261-50.7% | $12,624-67.8% |