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 | $55,739 | $127,065-56.1% | $113,168-50.7% | $142,382-60.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 24.26% | 24.03%+0.2pp | 24.27%0pp | 217.08%-192.8pp |
| Employer contribution / active EE | $5,694 | $3,442+65.4% | $2,975+91.4% | $4,299+32.4% |
| Participant deferral / active EE | $13,075 | $5,716+128.7% | $5,107+156.0% | $6,507+100.9% |
| Admin fee / account holder | $547 | $15,736-96.5% | $12,068-95.5% | $12,624-95.7% |