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 | $157,525 | $180,749-12.8% | $160,784-2.0% | $137,256+14.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.84% | 2234.46%-2215.6pp | 1803.92%-1785.1pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,155 | $4,155-48.1% | $3,733-42.3% | $4,156-48.1% |
| Participant deferral / active EE | $20,496 | $6,844+199.5% | $6,293+225.7% | $6,407+219.9% |
| Admin fee / account holder | $1,043 | $10,397-90.0% | $9,717-89.3% | $12,270-91.5% |