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 | $54,366 | $68,097-20.2% | $62,929-13.6% | $137,256-60.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 18.31% | 1859.11%-1840.8pp | 1063.93%-1045.6pp | 220.34%-202.0pp |
| Employer contribution / active EE | $4,437 | $2,811+57.8% | $2,505+77.2% | $4,156+6.8% |
| Participant deferral / active EE | $9,309 | $4,553+104.5% | $3,888+139.4% | $6,407+45.3% |
| Admin fee / account holder | $5,262 | $6,521-19.3% | $5,065+3.9% | $12,270-57.1% |