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 | $104,298 | $112,096-7.0% | $95,952+8.7% | $158,922-34.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 18.00% | 171.09%-153.1pp | 91.61%-73.6pp | 302.83%-284.8pp |
| Employer contribution / active EE | $5,168 | $3,198+61.6% | $2,541+103.4% | $4,761+8.5% |
| Participant deferral / active EE | $5,552 | $4,784+16.1% | $4,167+33.3% | $5,982-7.2% |
| Admin fee / account holder | $1,637 | $10,130-83.8% | $6,795-75.9% | $11,246-85.4% |