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 | $25,731 | $104,974-75.5% | $95,585-73.1% | $142,382-81.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 21.88% | 210.33%-188.5pp | 38.56%-16.7pp | 217.08%-195.2pp |
| Employer contribution / active EE | $3,839 | $2,779+38.2% | $2,527+51.9% | $4,299-10.7% |
| Participant deferral / active EE | $3,457 | $4,352-20.6% | $4,023-14.0% | $6,507-46.9% |
| Admin fee / account holder | $905 | $6,386-85.8% | $6,127-85.2% | $12,624-92.8% |