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 | $61,052 | $108,919-43.9% | $100,391-39.2% | $145,922-58.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.09% | 57.88%-41.8pp | 49.20%-33.1pp | 561.29%-545.2pp |
| Employer contribution / active EE | $4,969 | $4,419+12.4% | $3,942+26.1% | $4,660+6.6% |
| Participant deferral / active EE | $28,607 | $8,445+238.7% | $8,082+254.0% | $6,688+327.8% |
| Admin fee / account holder | $650 | $9,689-93.3% | $7,899-91.8% | $13,397-95.1% |