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 | $40,365 | $167,484-75.9% | $151,611-73.4% | $134,475-70.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 15.60% | 7.80%+7.8pp | 3.33%+12.3pp | 417.96%-402.4pp |
| Employer contribution / active EE | $11,075 | $6,829+62.2% | $6,166+79.6% | $4,740+133.7% |
| Participant deferral / active EE | $13,917 | $8,986+54.9% | $8,363+66.4% | $6,400+117.5% |
| Admin fee / account holder | $723 | $13,783-94.8% | $11,616-93.8% | $11,426-93.7% |