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 | $62,657 | $108,919-42.5% | $100,391-37.6% | $145,922-57.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.22% | 57.88%-42.7pp | 49.20%-34.0pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,827 | $4,419-58.7% | $3,942-53.6% | $4,660-60.8% |
| Participant deferral / active EE | $24,078 | $8,445+185.1% | $8,082+197.9% | $6,688+260.0% |
| Admin fee / account holder | $14,432 | $9,689+49.0% | $7,899+82.7% | $13,397+7.7% |