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 | $79,529 | $101,618-21.7% | $93,063-14.5% | $137,256-42.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 15.34% | 223.95%-208.6pp | 34.15%-18.8pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,080 | $2,707-23.2% | $2,476-16.0% | $4,156-50.0% |
| Participant deferral / active EE | $5,276 | $4,279+23.3% | $3,958+33.3% | $6,407-17.6% |
| Admin fee / account holder | $37,841 | $6,198+510.5% | $6,033+527.2% | $12,270+208.4% |