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 | $20,254 | $74,888-73.0% | $71,209-71.6% | $142,382-85.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.86% | 345.14%-328.3pp | 282.51%-265.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,720 | $2,854-4.7% | $2,721-0.1% | $4,299-36.7% |
| Participant deferral / active EE | $3,421 | $4,454-23.2% | $4,175-18.1% | $6,507-47.4% |
| Admin fee / account holder | $2,837 | $5,568-49.1% | $5,349-47.0% | $12,624-77.5% |