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 | $78,145 | $74,888+4.3% | $71,209+9.7% | $142,382-45.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.77% | 345.14%-327.4pp | 282.51%-264.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $3,347 | $2,854+17.3% | $2,721+23.0% | $4,299-22.1% |
| Participant deferral / active EE | $23,112 | $4,454+418.9% | $4,175+453.6% | $6,507+255.2% |
| Admin fee / account holder | $4,339 | $5,568-22.1% | $5,349-18.9% | $12,624-65.6% |