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 | $19,675 | $72,071-72.7% | $68,368-71.2% | $137,256-85.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.36% | 353.14%-331.8pp | 292.57%-271.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $3,326 | $2,788+19.3% | $2,649+25.6% | $4,156-20.0% |
| Participant deferral / active EE | $5,337 | $4,410+21.0% | $4,123+29.4% | $6,407-16.7% |
| Admin fee / account holder | $1,787 | $5,336-66.5% | $5,150-65.3% | $12,270-85.4% |