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 | $47,308 | $81,625-42.0% | $58,482-19.1% | $139,434-66.1% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 21.21% | 7404.20%-7383.0pp | 4239.32%-4218.1pp | 372.94%-351.7pp |
| Employer contribution / active EE | $1,202 | $1,398-14.0% | $1,053+14.1% | $4,751-74.7% |
| Participant deferral / active EE | $4,782 | $2,557+87.1% | $1,924+148.6% | $6,710-28.7% |
| Admin fee / account holder | $619 | $3,265-81.1% | $2,516-75.4% | $11,403-94.6% |