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 | $28,794 | $148,534-80.6% | $135,903-78.8% | $139,434-79.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.62% | 79.19%-54.6pp | 68.23%-43.6pp | 372.94%-348.3pp |
| Employer contribution / active EE | $35,673 | $5,243+580.4% | $4,856+634.6% | $4,751+650.9% |
| Participant deferral / active EE | $46,298 | $8,100+471.6% | $7,758+496.8% | $6,710+590.0% |
| Admin fee / account holder | $66,097 | $12,400+433.0% | $10,762+514.2% | $11,403+479.7% |