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 | $41,994 | $125,758-66.6% | $169,993-75.3% | $75,163-44.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 20.19% | 27.20%-7.0pp | 53.37%-33.2pp | 160.62%-140.4pp |
| Employer contribution / active EE | $10,991 | $4,615+138.2% | $6,785+62.0% | $2,670+311.7% |
| Participant deferral / active EE | $8,753 | $6,837+28.0% | $10,408-15.9% | $4,125+112.2% |
| Admin fee / account holder | $805 | $8,173-90.2% | $12,815-93.7% | $5,651-85.8% |