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 | $87,225 | $110,257-20.9% | $96,544-9.7% | $139,434-37.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 11.76% | 26.32%-14.6pp | 25.84%-14.1pp | 372.94%-361.2pp |
| Employer contribution / active EE | $6,243 | $3,620+72.5% | $2,965+110.6% | $4,751+31.4% |
| Participant deferral / active EE | $3,577 | $5,548-35.5% | $4,851-26.3% | $6,710-46.7% |
| Admin fee / account holder | $7,283 | $11,591-37.2% | $8,252-11.8% | $11,403-36.1% |