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 | $52,698 | $102,604-48.6% | $86,188-38.9% | $139,434-62.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.13% | 1922.51%-1906.4pp | 1168.45%-1152.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $2,707 | $3,032-10.7% | $2,380+13.7% | $4,751-43.0% |
| Participant deferral / active EE | $9,814 | $4,676+109.9% | $3,985+146.3% | $6,710+46.3% |
| Admin fee / account holder | $877 | $8,657-89.9% | $6,852-87.2% | $11,403-92.3% |