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 | $47,147 | $104,974-55.1% | $95,585-50.7% | $142,382-66.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.44% | 210.33%-191.9pp | 38.56%-20.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $6,650 | $2,779+139.3% | $2,527+163.2% | $4,299+54.7% |
| Participant deferral / active EE | $14,838 | $4,352+241.0% | $4,023+268.9% | $6,507+128.0% |
| Admin fee / account holder | $9,604 | $6,386+50.4% | $6,127+56.7% | $12,624-23.9% |