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 | $56,425 | $111,535-49.4% | $105,223-46.4% | $137,256-58.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.08% | 237.85%-220.8pp | 180.65%-163.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $5,384 | $3,939+36.7% | $3,689+46.0% | $4,156+29.5% |
| Participant deferral / active EE | $5,384 | $5,500-2.1% | $5,072+6.2% | $6,407-16.0% |
| Admin fee / account holder | $395 | $9,721-95.9% | $8,859-95.5% | $12,270-96.8% |