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 | $33,583 | $74,888-55.2% | $71,209-52.8% | $142,382-76.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.51% | 345.14%-328.6pp | 282.51%-266.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $30,500 | $2,854+968.6% | $2,721+1020.9% | $4,299+609.4% |
| Participant deferral / active EE | $3,465 | $4,454-22.2% | $4,175-17.0% | $6,507-46.8% |
| Admin fee / account holder | $36,017 | $5,568+546.8% | $5,349+573.4% | $12,624+185.3% |