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 | $27,760 | $74,888-62.9% | $71,209-61.0% | $142,382-80.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.75% | 345.14%-324.4pp | 282.51%-261.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,256 | $2,854-21.0% | $2,721-17.1% | $4,299-47.5% |
| Participant deferral / active EE | $4,816 | $4,454+8.1% | $4,175+15.3% | $6,507-26.0% |
| Admin fee / account holder | $4,037 | $5,568-27.5% | $5,349-24.5% | $12,624-68.0% |