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 | $49,526 | $185,822-73.3% | $169,993-70.9% | $139,434-64.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.28% | 60.50%-41.2pp | 53.37%-34.1pp | 372.94%-353.7pp |
| Employer contribution / active EE | $3,101 | $7,590-59.2% | $6,785-54.3% | $4,751-34.7% |
| Participant deferral / active EE | $13,642 | $11,622+17.4% | $10,408+31.1% | $6,710+103.3% |
| Admin fee / account holder | $314 | $15,381-98.0% | $12,815-97.6% | $11,403-97.2% |