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 | $39,659 | $72,071-45.0% | $68,368-42.0% | $137,256-71.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.75% | 353.14%-334.4pp | 292.57%-273.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,586 | $2,788-7.3% | $2,649-2.4% | $4,156-37.8% |
| Participant deferral / active EE | $10,076 | $4,410+128.5% | $4,123+144.4% | $6,407+57.3% |
| Admin fee / account holder | $509 | $5,336-90.5% | $5,150-90.1% | $12,270-95.9% |