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 | $19,394 | $72,071-73.1% | $68,368-71.6% | $137,256-85.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 25.91% | 353.14%-327.2pp | 292.57%-266.7pp | 220.34%-194.4pp |
| Employer contribution / active EE | $8,678 | $2,788+211.3% | $2,649+227.6% | $4,156+108.8% |
| Participant deferral / active EE | $15,122 | $4,410+242.9% | $4,123+266.8% | $6,407+136.0% |
| Admin fee / account holder | $27,094 | $5,336+407.8% | $5,150+426.1% | $12,270+120.8% |