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 | $21,673 | $105,126-79.4% | $94,646-77.1% | $139,434-84.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 23.10% | 38.03%-14.9pp | 156.71%-133.6pp | 372.94%-349.8pp |
| Employer contribution / active EE | $3,811 | $4,106-7.2% | $3,672+3.8% | $4,751-19.8% |
| Participant deferral / active EE | $8,922 | $7,599+17.4% | $7,418+20.3% | $6,710+33.0% |
| Admin fee / account holder | $1,200 | $8,984-86.6% | $7,231-83.4% | $11,403-89.5% |