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 3-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 | $18,325 | $74,888-75.5% | $71,209-74.3% | $142,382-87.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.77% | 345.14%-321.4pp | 282.51%-258.7pp | 217.08%-193.3pp |
| Employer contribution / active EE | $2,461 | $2,854-13.8% | $2,721-9.5% | $4,299-42.7% |
| Participant deferral / active EE | $4,742 | $4,454+6.5% | $4,175+13.6% | $6,507-27.1% |
| Admin fee / account holder | $1,024 | $5,568-81.6% | $5,349-80.8% | $12,624-91.9% |