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 | $6,399 | $90,348-92.9% | $75,972-91.6% | $145,922-95.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.79% | 620.88%-610.1pp | 359.55%-348.8pp | 561.29%-550.5pp |
| Employer contribution / active EE | $3,321 | $3,311+0.3% | $2,685+23.7% | $4,660-28.7% |
| Participant deferral / active EE | $2,080 | $5,162-59.7% | $4,255-51.1% | $6,688-68.9% |
| Admin fee / account holder | $8,489 | $8,467+0.3% | $6,467+31.3% | $13,397-36.6% |