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 | $24,578 | $108,919-77.4% | $100,391-75.5% | $145,922-83.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.89% | 57.88%-44.0pp | 49.20%-35.3pp | 561.29%-547.4pp |
| Employer contribution / active EE | $19,499 | $4,419+341.2% | $3,942+394.7% | $4,660+318.5% |
| Participant deferral / active EE | $28,278 | $8,445+234.9% | $8,082+249.9% | $6,688+322.8% |
| Admin fee / account holder | $40,306 | $9,689+316.0% | $7,899+410.3% | $13,397+200.9% |