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 | $74,061 | $111,754-33.7% | $103,333-28.3% | $145,922-49.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.04% | 24.77%-14.7pp | 24.88%-14.8pp | 561.29%-551.2pp |
| Employer contribution / active EE | $12,139 | $4,212+188.2% | $3,868+213.9% | $4,660+160.5% |
| Participant deferral / active EE | $8,266 | $5,619+47.1% | $5,057+63.4% | $6,688+23.6% |
| Admin fee / account holder | $903 | $9,750-90.7% | $8,355-89.2% | $13,397-93.3% |