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 | $54,314 | $118,427-54.1% | $66,042-17.8% | $142,382-61.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 100.05% | 35.57%+64.5pp | 52.11%+47.9pp | 217.08%-117.0pp |
| Employer contribution / active EE | $6,173 | $2,570+140.2% | $1,579+290.8% | $4,299+43.6% |
| Participant deferral / active EE | $14,898 | $4,311+245.6% | $2,835+425.4% | $6,507+128.9% |
| Admin fee / account holder | $505 | $9,593-94.7% | $5,747-91.2% | $12,624-96.0% |