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 | $51,524 | $74,888-31.2% | $71,209-27.6% | $142,382-63.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.65% | 345.14%-328.5pp | 282.51%-265.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $7,227 | $2,854+153.2% | $2,721+165.6% | $4,299+68.1% |
| Participant deferral / active EE | $25,482 | $4,454+472.1% | $4,175+510.3% | $6,507+291.6% |
| Admin fee / account holder | $531 | $5,568-90.5% | $5,349-90.1% | $12,624-95.8% |