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 | $78,805 | $158,398-50.2% | $126,539-37.7% | $142,382-44.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 20.99% | 593.76%-572.8pp | 425.95%-405.0pp | 217.08%-196.1pp |
| Employer contribution / active EE | $653 | $4,650-86.0% | $3,674-82.2% | $4,299-84.8% |
| Participant deferral / active EE | $9,000 | $4,767+88.8% | $4,083+120.4% | $6,507+38.3% |
| Admin fee / account holder | $578 | $6,918-91.6% | $6,065-90.5% | $12,624-95.4% |