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 | $79,278 | $100,773-21.3% | $88,946-10.9% | $142,382-44.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 22.32% | 70.18%-47.9pp | 57.82%-35.5pp | 217.08%-194.8pp |
| Employer contribution / active EE | $5,279 | $2,918+80.9% | $2,555+106.6% | $4,299+22.8% |
| Participant deferral / active EE | $10,613 | $5,230+102.9% | $4,581+131.6% | $6,507+63.1% |
| Admin fee / account holder | $12,347 | $9,693+27.4% | $8,261+49.5% | $12,624-2.2% |