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 | $90,529 | $114,381-20.9% | $107,525-15.8% | $142,382-36.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.30% | 242.71%-224.4pp | 181.32%-163.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $3,688 | $4,015-8.1% | $3,754-1.7% | $4,299-14.2% |
| Participant deferral / active EE | $6,147 | $5,564+10.5% | $5,116+20.2% | $6,507-5.5% |
| Admin fee / account holder | $306 | $9,860-96.9% | $8,919-96.6% | $12,624-97.6% |