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 | $84,380 | $159,901-47.2% | $146,958-42.6% | $145,922-42.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.21% | 98.13%-86.9pp | 418.34%-407.1pp | 561.29%-550.1pp |
| Employer contribution / active EE | $22,500 | $5,286+325.6% | $4,933+356.1% | $4,660+382.9% |
| Participant deferral / active EE | $4,964 | $8,428-41.1% | $8,070-38.5% | $6,688-25.8% |
| Admin fee / account holder | $844 | $15,044-94.4% | $12,998-93.5% | $13,397-93.7% |