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 | $47,751 | $185,822-74.3% | $169,993-71.9% | $139,434-65.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 48.68% | 60.50%-11.8pp | 53.37%-4.7pp | 372.94%-324.3pp |
| Employer contribution / active EE | $13,628 | $7,590+79.6% | $6,785+100.9% | $4,751+186.9% |
| Participant deferral / active EE | $11,351 | $11,622-2.3% | $10,408+9.1% | $6,710+69.2% |
| Admin fee / account holder | $915 | $15,381-94.1% | $12,815-92.9% | $11,403-92.0% |