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 6-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 | $118,245 | $77,419+52.7% | $69,455+70.2% | $152,861-22.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 0.00% | 39.06%-39.1pp | 28.97%-29.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $7,950 | $3,315+139.8% | $2,779+186.1% | $4,762+66.9% |
| Participant deferral / active EE | $5,788 | $4,414+31.1% | $3,535+63.7% | $5,850-1.1% |
| Admin fee / account holder | $1,831 | $6,207-70.5% | $3,839-52.3% | $11,596-84.2% |