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 | $26,657 | $158,398-83.2% | $126,539-78.9% | $142,382-81.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.07% | 593.76%-582.7pp | 425.95%-414.9pp | 217.08%-206.0pp |
| Employer contribution / active EE | $4,248 | $4,650-8.6% | $3,674+15.6% | $4,299-1.2% |
| Participant deferral / active EE | $4,886 | $4,767+2.5% | $4,083+19.7% | $6,507-24.9% |
| Admin fee / account holder | $40,127 | $6,918+480.0% | $6,065+561.7% | $12,624+217.9% |