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 | $41,830 | $158,398-73.6% | $126,539-66.9% | $142,382-70.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 25.46% | 593.76%-568.3pp | 425.95%-400.5pp | 217.08%-191.6pp |
| Employer contribution / active EE | $4,763 | $4,650+2.4% | $3,674+29.6% | $4,299+10.8% |
| Participant deferral / active EE | $9,375 | $4,767+96.7% | $4,083+129.6% | $6,507+44.1% |
| Admin fee / account holder | $736 | $6,918-89.4% | $6,065-87.9% | $12,624-94.2% |