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 | $53,381 | $72,071-25.9% | $68,368-21.9% | $137,256-61.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.18% | 353.14%-337.0pp | 292.57%-276.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $7,240 | $2,788+159.7% | $2,649+173.3% | $4,156+74.2% |
| Participant deferral / active EE | $3,382 | $4,410-23.3% | $4,123-18.0% | $6,407-47.2% |
| Admin fee / account holder | $748 | $5,336-86.0% | $5,150-85.5% | $12,270-93.9% |