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 | $70,756-23.2% | $65,493-17.0% | $142,382-61.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 18.31% | 1754.89%-1736.6pp | 982.45%-964.1pp | 217.08%-198.8pp |
| Employer contribution / active EE | $4,437 | $2,881+54.0% | $2,574+72.4% | $4,299+3.2% |
| Participant deferral / active EE | $9,309 | $4,637+100.7% | $3,961+135.0% | $6,507+43.1% |
| Admin fee / account holder | $5,262 | $6,559-19.8% | $5,028+4.6% | $12,624-58.3% |