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 | $57,544 | $142,382-59.6% | $42,613+35.0% | $142,382-59.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 73.5%+26.5pp | 80.1%+19.9pp |
| Annual return | 13.51% | 217.08%-203.6pp | 19.23%-5.7pp | 217.08%-203.6pp |
| Employer contribution / active EE | $737 | $4,299-82.9% | $1,687-56.3% | $4,299-82.9% |
| Participant deferral / active EE | $2,123 | $6,507-67.4% | $4,456-52.4% | $6,507-67.4% |
| Admin fee / account holder | $21,988 | $12,624+74.2% | $2,621+739.0% | $12,624+74.2% |