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 | $63,535 | $72,071-11.8% | $68,368-7.1% | $137,256-53.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.01% | 353.14%-337.1pp | 292.57%-276.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $5,107 | $2,788+83.2% | $2,649+92.8% | $4,156+22.9% |
| Participant deferral / active EE | $9,291 | $4,410+110.7% | $4,123+125.4% | $6,407+45.0% |
| Admin fee / account holder | $1,135 | $5,336-78.7% | $5,150-78.0% | $12,270-90.7% |