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 | $74,888-64.0% | $71,209-62.1% | $142,382-81.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.62% | 345.14%-322.5pp | 282.51%-259.9pp | 217.08%-194.5pp |
| Employer contribution / active EE | $2,935 | $2,854+2.8% | $2,721+7.9% | $4,299-31.7% |
| Participant deferral / active EE | $5,852 | $4,454+31.4% | $4,175+40.1% | $6,507-10.1% |
| Admin fee / account holder | $309 | $5,568-94.5% | $5,349-94.2% | $12,624-97.6% |