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 | $66,708 | $95,561-30.2% | $77,163-13.5% | $139,434-52.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 19.32% | 54.92%-35.6pp | 37.87%-18.6pp | 372.94%-353.6pp |
| Employer contribution / active EE | $4,870 | $3,147+54.7% | $2,535+92.1% | $4,751+2.5% |
| Participant deferral / active EE | $6,763 | $4,624+46.3% | $3,833+76.4% | $6,710+0.8% |
| Admin fee / account holder | $657 | $8,295-92.1% | $5,472-88.0% | $11,403-94.2% |