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 | $77,192 | $176,056-56.2% | $159,436-51.6% | $167,490-53.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 39.54% | 331.75%-292.2pp | 263.57%-224.0pp | 478.56%-439.0pp |
| Employer contribution / active EE | $24,196 | $5,297+356.8% | $4,829+401.0% | $4,837+400.2% |
| Participant deferral / active EE | $12,391 | $7,750+59.9% | $7,352+68.5% | $6,341+95.4% |
| Admin fee / account holder | $1,205 | $12,554-90.4% | $10,799-88.8% | $12,309-90.2% |