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 | $89,836 | $214,378-58.1% | $200,582-55.2% | $142,382-36.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.46% | 46.41%-30.9pp | 42.33%-26.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,164 | $6,841-68.4% | $6,419-66.3% | $4,299-49.7% |
| Participant deferral / active EE | $10,944 | $9,865+10.9% | $9,331+17.3% | $6,507+68.2% |
| Admin fee / account holder | $391 | $17,692-97.8% | $16,305-97.6% | $12,624-96.9% |