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 | $55,785 | $150,187-62.9% | $120,354-53.6% | $145,922-61.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 22.57% | 154.07%-131.5pp | 107.15%-84.6pp | 561.29%-538.7pp |
| Employer contribution / active EE | $2,060 | $4,348-52.6% | $3,463-40.5% | $4,660-55.8% |
| Participant deferral / active EE | $26,750 | $6,173+333.3% | $4,991+436.0% | $6,688+300.0% |
| Admin fee / account holder | $481 | $12,207-96.1% | $9,423-94.9% | $13,397-96.4% |