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 | $72,071-53.4% | $68,368-50.9% | $137,256-75.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.51% | 353.14%-336.6pp | 292.57%-276.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $30,500 | $2,788+994.0% | $2,649+1051.4% | $4,156+633.9% |
| Participant deferral / active EE | $3,465 | $4,410-21.4% | $4,123-16.0% | $6,407-45.9% |
| Admin fee / account holder | $36,017 | $5,336+575.0% | $5,150+599.4% | $12,270+193.5% |