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 | $66,266 | $102,317-35.2% | $146,958-54.9% | $80,856-18.0% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.2%+15.1pp | 67.6%+29.7pp |
| Annual return | 15.18% | 134.76%-119.6pp | 418.34%-403.2pp | 35.59%-20.4pp |
| Employer contribution / active EE | $6,844 | $3,713+84.3% | $4,933+38.7% | $2,755+148.5% |
| Participant deferral / active EE | $13,665 | $6,644+105.7% | $8,070+69.3% | $4,296+218.1% |
| Admin fee / account holder | $11,993 | $7,941+51.0% | $12,998-7.7% | $6,918+73.4% |