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 | $60,568 | $70,756-14.4% | $65,493-7.5% | $142,382-57.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 19.01% | 1754.89%-1735.9pp | 982.45%-963.4pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,700 | $2,881-41.0% | $2,574-33.9% | $4,299-60.4% |
| Participant deferral / active EE | $8,364 | $4,637+80.4% | $3,961+111.1% | $6,507+28.5% |
| Admin fee / account holder | $335 | $6,559-94.9% | $5,028-93.3% | $12,624-97.3% |