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 | $97,440 | $158,398-38.5% | $126,539-23.0% | $142,382-31.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 47.53% | 593.76%-546.2pp | 425.95%-378.4pp | 217.08%-169.5pp |
| Employer contribution / active EE | $4,651 | $4,6500% | $3,674+26.6% | $4,299+8.2% |
| Participant deferral / active EE | $15,333 | $4,767+221.7% | $4,083+275.6% | $6,507+135.6% |
| Admin fee / account holder | $976 | $6,918-85.9% | $6,065-83.9% | $12,624-92.3% |