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 | $44,222 | $227,553-80.6% | $189,557-76.7% | $167,490-73.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 97.26% | 78.40%+18.9pp | 64.17%+33.1pp | 478.56%-381.3pp |
| Employer contribution / active EE | $1,121 | $5,316-78.9% | $4,412-74.6% | $4,837-76.8% |
| Participant deferral / active EE | $17,567 | $7,002+150.9% | $6,174+184.6% | $6,341+177.0% |
| Admin fee / account holder | $17,903 | $11,878+50.7% | $9,807+82.5% | $12,309+45.4% |