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 4-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 | $53,120 | $108,919-51.2% | $100,391-47.1% | $145,922-63.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.10% | 57.88%-45.8pp | 49.20%-37.1pp | 561.29%-549.2pp |
| Employer contribution / active EE | $4,731 | $4,419+7.1% | $3,942+20.0% | $4,660+1.5% |
| Participant deferral / active EE | $7,759 | $8,445-8.1% | $8,082-4.0% | $6,688+16.0% |
| Admin fee / account holder | $27,897 | $9,689+187.9% | $7,899+253.2% | $13,397+108.2% |