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 | $56,688 | $158,398-64.2% | $126,539-55.2% | $142,382-60.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.07% | 593.76%-572.7pp | 425.95%-404.9pp | 217.08%-196.0pp |
| Employer contribution / active EE | $7,152 | $4,650+53.8% | $3,674+94.7% | $4,299+66.4% |
| Participant deferral / active EE | $10,309 | $4,767+116.3% | $4,083+152.5% | $6,507+58.4% |
| Admin fee / account holder | $6,149 | $6,918-11.1% | $6,065+1.4% | $12,624-51.3% |