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 | $60,655 | $109,982-44.9% | $97,226-37.6% | $145,922-58.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 7.79% | 242.90%-235.1pp | 75.13%-67.3pp | 561.29%-553.5pp |
| Employer contribution / active EE | $4,088 | $3,084+32.6% | $2,729+49.8% | $4,660-12.3% |
| Participant deferral / active EE | $20,757 | $4,676+343.9% | $4,264+386.8% | $6,688+210.4% |
| Admin fee / account holder | $4,345 | $6,221-30.2% | $5,654-23.2% | $13,397-67.6% |