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 | $21,039 | $100,773-79.1% | $88,946-76.3% | $142,382-85.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.31% | 70.18%-53.9pp | 57.82%-41.5pp | 217.08%-200.8pp |
| Employer contribution / active EE | $4,142 | $2,918+42.0% | $2,555+62.1% | $4,299-3.7% |
| Participant deferral / active EE | $5,138 | $5,230-1.8% | $4,581+12.1% | $6,507-21.0% |
| Admin fee / account holder | $5,176 | $9,693-46.6% | $8,261-37.3% | $12,624-59.0% |