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 | $51,908 | $74,888-30.7% | $71,209-27.1% | $142,382-63.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.47% | 345.14%-322.7pp | 282.51%-260.0pp | 217.08%-194.6pp |
| Employer contribution / active EE | $3,696 | $2,854+29.5% | $2,721+35.8% | $4,299-14.0% |
| Participant deferral / active EE | $5,078 | $4,454+14.0% | $4,175+21.6% | $6,507-22.0% |
| Admin fee / account holder | $552 | $5,568-90.1% | $5,349-89.7% | $12,624-95.6% |