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 | $71,904 | $127,264-43.5% | $109,895-34.6% | $167,490-57.1% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.2%+17.4pp | 82.1%+9.6pp |
| Annual return | 11091.13% | 22.97%+11068.2pp | 29.45%+11061.7pp | 478.56%+10612.6pp |
| Employer contribution / active EE | $3,341 | $3,322+0.6% | $2,842+17.5% | $4,837-30.9% |
| Participant deferral / active EE | $6,635 | $4,514+47.0% | $4,048+63.9% | $6,341+4.6% |
| Admin fee / account holder | $485 | $7,114-93.2% | $6,066-92.0% | $12,309-96.1% |