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 | $92,589 | $149,040-37.9% | $120,225-23.0% | $137,256-32.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 43.67% | 605.68%-562.0pp | 439.23%-395.6pp | 220.34%-176.7pp |
| Employer contribution / active EE | $3,986 | $4,350-8.4% | $3,475+14.7% | $4,156-4.1% |
| Participant deferral / active EE | $13,454 | $4,655+189.0% | $3,999+236.5% | $6,407+110.0% |
| Admin fee / account holder | $1,694 | $6,348-73.3% | $5,696-70.3% | $12,270-86.2% |