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 | $39,645 | $109,904-63.9% | $97,167-59.2% | $145,959-72.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.63% | 243.43%-228.8pp | 75.27%-60.6pp | 561.95%-547.3pp |
| Employer contribution / active EE | $4,151 | $3,084+34.6% | $2,729+52.1% | $4,661-10.9% |
| Participant deferral / active EE | $9,744 | $4,676+108.4% | $4,264+128.5% | $6,689+45.7% |
| Admin fee / account holder | $1,138 | $6,216-81.7% | $5,650-79.9% | $13,398-91.5% |