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 | $65,438 | $111,754-41.4% | $103,333-36.7% | $145,922-55.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.94% | 24.77%-9.8pp | 24.88%-9.9pp | 561.29%-546.3pp |
| Employer contribution / active EE | $4,636 | $4,212+10.0% | $3,868+19.9% | $4,660-0.5% |
| Participant deferral / active EE | $15,373 | $5,619+173.6% | $5,057+204.0% | $6,688+129.9% |
| Admin fee / account holder | $769 | $9,750-92.1% | $8,355-90.8% | $13,397-94.3% |