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 | $59,980 | $102,382-41.4% | $147,005-59.2% | $80,874-25.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 20.49% | 134.89%-114.4pp | 418.76%-398.3pp | 35.62%-15.1pp |
| Employer contribution / active EE | $7,614 | $3,715+105.0% | $4,934+54.3% | $2,756+176.3% |
| Participant deferral / active EE | $10,936 | $6,646+64.5% | $8,070+35.5% | $4,297+154.5% |
| Admin fee / account holder | $7,054 | $7,942-11.2% | $13,006-45.8% | $6,935+1.7% |