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 | $188,341 | $176,812+6.5% | $146,665+28.4% | $167,490+12.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.00% | 24.03%-24.0pp | 22.74%-22.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $3,350 | $5,160-35.1% | $4,136-19.0% | $4,837-30.7% |
| Participant deferral / active EE | $10,064 | $6,440+56.3% | $5,506+82.8% | $6,341+58.7% |
| Admin fee / account holder | $870 | $13,259-93.4% | $10,280-91.5% | $12,309-92.9% |