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 | $23,229 | $133,922-82.7% | $116,228-80.0% | $142,382-83.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 11.86% | 147.76%-135.9pp | 90.06%-78.2pp | 217.08%-205.2pp |
| Employer contribution / active EE | $7,120 | $3,446+106.6% | $2,994+137.8% | $4,299+65.6% |
| Participant deferral / active EE | $7,120 | $5,672+25.5% | $4,953+43.7% | $6,507+9.4% |
| Admin fee / account holder | $4,609 | $14,945-69.2% | $11,989-61.6% | $12,624-63.5% |