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 | $26,954 | $72,071-62.6% | $68,368-60.6% | $137,256-80.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 22.62% | 353.14%-330.5pp | 292.57%-270.0pp | 220.34%-197.7pp |
| Employer contribution / active EE | $2,935 | $2,788+5.3% | $2,649+10.8% | $4,156-29.4% |
| Participant deferral / active EE | $5,852 | $4,410+32.7% | $4,123+41.9% | $6,407-8.7% |
| Admin fee / account holder | $309 | $5,336-94.2% | $5,150-94.0% | $12,270-97.5% |