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 | $56,686 | $108,919-48.0% | $100,391-43.5% | $145,922-61.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.33% | 57.88%-39.6pp | 49.20%-30.9pp | 561.29%-543.0pp |
| Employer contribution / active EE | $5,686 | $4,419+28.7% | $3,942+44.3% | $4,660+22.0% |
| Participant deferral / active EE | $13,901 | $8,445+64.6% | $8,082+72.0% | $6,688+107.9% |
| Admin fee / account holder | $3,884 | $9,689-59.9% | $7,899-50.8% | $13,397-71.0% |