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 | $73,504 | $180,749-59.3% | $160,784-54.3% | $137,256-46.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 11.64% | 2234.46%-2222.8pp | 1803.92%-1792.3pp | 220.34%-208.7pp |
| Employer contribution / active EE | $2,630 | $4,155-36.7% | $3,733-29.5% | $4,156-36.7% |
| Participant deferral / active EE | $11,215 | $6,844+63.9% | $6,293+78.2% | $6,407+75.0% |
| Admin fee / account holder | $4,826 | $10,397-53.6% | $9,717-50.3% | $12,270-60.7% |