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 3-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 | $71,761 | $165,984-56.8% | $164,813-56.5% | $145,922-50.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.06% | 100.03%-87.0pp | 69.93%-56.9pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,500 | $5,273-33.6% | $4,341-19.4% | $4,660-24.9% |
| Participant deferral / active EE | $12,998 | $6,959+86.8% | $6,031+115.5% | $6,688+94.4% |
| Admin fee / account holder | $609 | $16,648-96.3% | $12,690-95.2% | $13,397-95.5% |