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 | $66,395 | $72,400-8.3% | $67,502-1.6% | $145,922-54.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.14% | 7182.46%-7168.3pp | 3512.12%-3498.0pp | 561.29%-547.1pp |
| Employer contribution / active EE | $13,837 | $3,069+350.8% | $2,731+406.7% | $4,660+196.9% |
| Participant deferral / active EE | $2,721 | $4,783-43.1% | $4,000-32.0% | $6,688-59.3% |
| Admin fee / account holder | $3,682 | $5,539-33.5% | $3,998-7.9% | $13,397-72.5% |