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 | $45,689 | $114,381-60.1% | $107,525-57.5% | $142,382-67.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.54% | 242.71%-224.2pp | 181.32%-162.8pp | 217.08%-198.5pp |
| Employer contribution / active EE | $7,404 | $4,015+84.4% | $3,754+97.2% | $4,299+72.2% |
| Participant deferral / active EE | $9,403 | $5,564+69.0% | $5,116+83.8% | $6,507+44.5% |
| Admin fee / account holder | $358 | $9,860-96.4% | $8,919-96.0% | $12,624-97.2% |