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 | $70,892 | $111,535-36.4% | $105,223-32.6% | $137,256-48.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.19% | 237.85%-219.7pp | 180.65%-162.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,927 | $3,939-25.7% | $3,689-20.6% | $4,156-29.6% |
| Participant deferral / active EE | $13,694 | $5,500+149.0% | $5,072+170.0% | $6,407+113.7% |
| Admin fee / account holder | $2,102 | $9,721-78.4% | $8,859-76.3% | $12,270-82.9% |