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 | $74,498 | $183,519-59.4% | $155,509-52.1% | $145,922-48.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.43% | 61.17%-41.7pp | 64.67%-45.2pp | 561.29%-541.9pp |
| Employer contribution / active EE | $8,000 | $5,313+50.6% | $4,672+71.2% | $4,660+71.7% |
| Participant deferral / active EE | $4,969 | $6,462-23.1% | $5,626-11.7% | $6,688-25.7% |
| Admin fee / account holder | $686 | $19,313-96.4% | $15,912-95.7% | $13,397-94.9% |