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 | $33,155 | $74,888-55.7% | $71,209-53.4% | $142,382-76.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.29% | 345.14%-326.9pp | 282.51%-264.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,324 | $2,854-18.6% | $2,721-14.6% | $4,299-46.0% |
| Participant deferral / active EE | $6,135 | $4,454+37.7% | $4,175+46.9% | $6,507-5.7% |
| Admin fee / account holder | $388 | $5,568-93.0% | $5,349-92.8% | $12,624-96.9% |