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 | $43,502 | $185,822-76.6% | $169,993-74.4% | $139,434-68.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.70% | 60.50%-36.8pp | 53.37%-29.7pp | 372.94%-349.2pp |
| Employer contribution / active EE | $7,560 | $7,590-0.4% | $6,785+11.4% | $4,751+59.1% |
| Participant deferral / active EE | $9,423 | $11,622-18.9% | $10,408-9.5% | $6,710+40.4% |
| Admin fee / account holder | $4,083 | $15,381-73.5% | $12,815-68.1% | $11,403-64.2% |