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 | $36,252 | $69,207-47.6% | $64,056-43.4% | $139,434-74.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.47% | 45.88%-24.4pp | 33.69%-12.2pp | 372.94%-351.5pp |
| Employer contribution / active EE | $4,982 | $3,182+56.6% | $2,747+81.4% | $4,751+4.9% |
| Participant deferral / active EE | $10,761 | $4,682+129.9% | $3,880+177.3% | $6,710+60.4% |
| Admin fee / account holder | $6,294 | $4,244+48.3% | $3,068+105.1% | $11,403-44.8% |