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 | $92,056 | $105,126-12.4% | $94,646-2.7% | $139,434-34.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 306.02% | 38.03%+268.0pp | 156.71%+149.3pp | 372.94%-66.9pp |
| Employer contribution / active EE | $6,913 | $4,106+68.4% | $3,672+88.3% | $4,751+45.5% |
| Participant deferral / active EE | $7,200 | $7,599-5.3% | $7,418-2.9% | $6,710+7.3% |
| Admin fee / account holder | $537 | $8,984-94.0% | $7,231-92.6% | $11,403-95.3% |