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 | $79,865 | $114,381-30.2% | $107,525-25.7% | $142,382-43.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.57% | 242.71%-222.1pp | 181.32%-160.7pp | 217.08%-196.5pp |
| Employer contribution / active EE | $4,052 | $4,015+0.9% | $3,754+7.9% | $4,299-5.8% |
| Participant deferral / active EE | $20,195 | $5,564+262.9% | $5,116+294.8% | $6,507+210.3% |
| Admin fee / account holder | $15,549 | $9,860+57.7% | $8,919+74.3% | $12,624+23.2% |