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 | $72,077 | $210,648-65.8% | $177,989-59.5% | $145,922-50.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.20% | 385.86%-364.7pp | 294.48%-273.3pp | 561.29%-540.1pp |
| Employer contribution / active EE | $2,580 | $4,565-43.5% | $3,949-34.7% | $4,660-44.6% |
| Participant deferral / active EE | $8,080 | $6,958+16.1% | $6,276+28.7% | $6,688+20.8% |
| Admin fee / account holder | $3,714 | $12,013-69.1% | $10,363-64.2% | $13,397-72.3% |