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 | $76,404 | $114,381-33.2% | $107,525-28.9% | $142,382-46.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.62% | 242.71%-226.1pp | 181.32%-164.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,540 | $4,015-11.8% | $3,754-5.7% | $4,299-17.7% |
| Participant deferral / active EE | $4,176 | $5,564-25.0% | $5,116-18.4% | $6,507-35.8% |
| Admin fee / account holder | $25,134 | $9,860+154.9% | $8,919+181.8% | $12,624+99.1% |