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 | $11,539 | $74,888-84.6% | $71,209-83.8% | $142,382-91.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.67% | 345.14%-329.5pp | 282.51%-266.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,416 | $2,854+19.7% | $2,721+25.6% | $4,299-20.5% |
| Participant deferral / active EE | $3,704 | $4,454-16.8% | $4,175-11.3% | $6,507-43.1% |
| Admin fee / account holder | $5,105 | $5,568-8.3% | $5,349-4.6% | $12,624-59.6% |