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 | $112,950 | $183,592-38.5% | $155,567-27.4% | $145,959-22.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.17% | 61.24%-48.1pp | 64.74%-51.6pp | 561.95%-548.8pp |
| Employer contribution / active EE | $2,547 | $5,315-52.1% | $4,674-45.5% | $4,661-45.4% |
| Participant deferral / active EE | $5,840 | $6,464-9.7% | $5,628+3.8% | $6,689-12.7% |
| Admin fee / account holder | $10,250 | $19,318-46.9% | $15,916-35.6% | $13,398-23.5% |