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 | $49,494 | $180,749-72.6% | $160,784-69.2% | $137,256-63.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 19.90% | 2234.46%-2214.6pp | 1803.92%-1784.0pp | 220.34%-200.4pp |
| Employer contribution / active EE | $9,486 | $4,155+128.3% | $3,733+154.1% | $4,156+128.2% |
| Participant deferral / active EE | $20,643 | $6,844+201.6% | $6,293+228.0% | $6,407+222.2% |
| Admin fee / account holder | $1,462 | $10,397-85.9% | $9,717-85.0% | $12,270-88.1% |