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 3-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 | $30,437 | $72,071-57.8% | $68,368-55.5% | $137,256-77.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 25.95% | 353.14%-327.2pp | 292.57%-266.6pp | 220.34%-194.4pp |
| Employer contribution / active EE | $5,697 | $2,788+104.3% | $2,649+115.1% | $4,156+37.1% |
| Participant deferral / active EE | $5,739 | $4,410+30.1% | $4,123+39.2% | $6,407-10.4% |
| Admin fee / account holder | $5,188 | $5,336-2.8% | $5,150+0.7% | $12,270-57.7% |