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 | $33,424 | $99,877-66.5% | $84,966-60.7% | $145,922-77.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 20.60% | 83.76%-63.2pp | 66.38%-45.8pp | 561.29%-540.7pp |
| Employer contribution / active EE | $4,590 | $3,231+42.1% | $2,727+68.3% | $4,660-1.5% |
| Participant deferral / active EE | $11,140 | $5,291+110.6% | $4,519+146.5% | $6,688+66.6% |
| Admin fee / account holder | $1,649 | $7,248-77.2% | $6,149-73.2% | $13,397-87.7% |