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 | $73,489 | $96,635-24.0% | $86,612-15.2% | $139,434-47.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.82% | 106.41%-90.6pp | 591.07%-575.2pp | 372.94%-357.1pp |
| Employer contribution / active EE | $2,915 | $3,263-10.7% | $3,022-3.6% | $4,751-38.6% |
| Participant deferral / active EE | $22,112 | $4,836+357.2% | $4,438+398.3% | $6,710+229.5% |
| Admin fee / account holder | $1,243 | $6,408-80.6% | $5,614-77.9% | $11,403-89.1% |