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 | $183,519-38.5% | $155,509-27.4% | $145,922-22.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.17% | 61.17%-48.0pp | 64.67%-51.5pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,547 | $5,313-52.1% | $4,672-45.5% | $4,660-45.3% |
| Participant deferral / active EE | $5,840 | $6,462-9.6% | $5,626+3.8% | $6,688-12.7% |
| Admin fee / account holder | $10,250 | $19,313-46.9% | $15,912-35.6% | $13,397-23.5% |