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 | $78,929 | $101,618-22.3% | $93,063-15.2% | $137,256-42.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 19.28% | 223.95%-204.7pp | 34.15%-14.9pp | 220.34%-201.1pp |
| Employer contribution / active EE | $14,000 | $2,707+417.2% | $2,476+465.4% | $4,156+236.9% |
| Participant deferral / active EE | $30,229 | $4,279+606.4% | $3,958+663.7% | $6,407+371.8% |
| Admin fee / account holder | $548 | $6,198-91.2% | $6,033-90.9% | $12,270-95.5% |