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 | $134,368 | $111,814+20.2% | $103,374+30.0% | $145,959-7.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.58% | 24.77%-9.2pp | 24.89%-9.3pp | 561.95%-546.4pp |
| Employer contribution / active EE | $14,716 | $4,214+249.2% | $3,869+280.3% | $4,661+215.7% |
| Participant deferral / active EE | $5,072 | $5,618-9.7% | $5,058+0.3% | $6,689-24.2% |
| Admin fee / account holder | $2,215 | $9,754-77.3% | $8,394-73.6% | $13,398-83.5% |