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 | $72,507 | $148,534-51.2% | $135,903-46.6% | $139,434-48.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.47% | 79.19%-63.7pp | 68.23%-52.8pp | 372.94%-357.5pp |
| Employer contribution / active EE | $9,909 | $5,243+89.0% | $4,856+104.0% | $4,751+108.6% |
| Participant deferral / active EE | $6,875 | $8,100-15.1% | $7,758-11.4% | $6,710+2.5% |
| Admin fee / account holder | $4,666 | $12,400-62.4% | $10,762-56.6% | $11,403-59.1% |