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 3-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 | $92,505 | $177,572-47.9% | $154,803-40.2% | $142,382-35.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 65.98% | 65.07%+0.9pp | 58.88%+7.1pp | 217.08%-151.1pp |
| Employer contribution / active EE | $5,566 | $4,810+15.7% | $4,305+29.3% | $4,299+29.5% |
| Participant deferral / active EE | $27,057 | $6,272+331.4% | $5,540+388.4% | $6,507+315.8% |
| Admin fee / account holder | $1,725 | $16,786-89.7% | $14,329-88.0% | $12,624-86.3% |