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 | $55,765 | $127,065-56.1% | $113,168-50.7% | $142,382-60.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.60% | 24.03%-5.4pp | 24.27%-5.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,577 | $3,442-25.1% | $2,975-13.4% | $4,299-40.1% |
| Participant deferral / active EE | $11,325 | $5,716+98.1% | $5,107+121.8% | $6,507+74.0% |
| Admin fee / account holder | $5,245 | $15,736-66.7% | $12,068-56.5% | $12,624-58.4% |