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 | $19,054 | $96,305-80.2% | $80,569-76.4% | $139,434-86.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 22.31% | 1350.08%-1327.8pp | 935.43%-913.1pp | 372.94%-350.6pp |
| Employer contribution / active EE | $6,699 | $3,262+105.4% | $2,723+146.0% | $4,751+41.0% |
| Participant deferral / active EE | $10,593 | $5,232+102.5% | $4,447+138.2% | $6,710+57.9% |
| Admin fee / account holder | $3,723 | $6,599-43.6% | $5,377-30.8% | $11,403-67.3% |