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 | $61,899 | $185,822-66.7% | $169,993-63.6% | $139,434-55.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.19% | 60.50%-43.3pp | 53.37%-36.2pp | 372.94%-355.8pp |
| Employer contribution / active EE | $4,074 | $7,590-46.3% | $6,785-40.0% | $4,751-14.3% |
| Participant deferral / active EE | $8,297 | $11,622-28.6% | $10,408-20.3% | $6,710+23.6% |
| Admin fee / account holder | $26,442 | $15,381+71.9% | $12,815+106.3% | $11,403+131.9% |