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 | $27,301 | $76,738-64.4% | $56,411-51.6% | $145,922-81.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 20.08% | 2994.23%-2974.1pp | 1701.33%-1681.3pp | 561.29%-541.2pp |
| Employer contribution / active EE | $3,696 | $1,380+167.8% | $1,039+255.8% | $4,660-20.7% |
| Participant deferral / active EE | $6,760 | $2,623+157.8% | $1,952+246.4% | $6,688+1.1% |
| Admin fee / account holder | $635 | $3,334-81.0% | $2,829-77.6% | $13,397-95.3% |