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 4-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 | $55,939 | $185,822-69.9% | $169,993-67.1% | $139,434-59.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.28% | 60.50%-34.2pp | 53.37%-27.1pp | 372.94%-346.7pp |
| Employer contribution / active EE | $4,500 | $7,590-40.7% | $6,785-33.7% | $4,751-5.3% |
| Participant deferral / active EE | $24,000 | $11,622+106.5% | $10,408+130.6% | $6,710+257.7% |
| Admin fee / account holder | $7,304 | $15,381-52.5% | $12,815-43.0% | $11,403-35.9% |