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 | $14,295 | $90,348-84.2% | $75,972-81.2% | $145,922-90.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.17% | 620.88%-609.7pp | 359.55%-348.4pp | 561.29%-550.1pp |
| Employer contribution / active EE | $5,495 | $3,311+65.9% | $2,685+104.6% | $4,660+17.9% |
| Participant deferral / active EE | $10,267 | $5,162+98.9% | $4,255+141.3% | $6,688+53.5% |
| Admin fee / account holder | $10,250 | $8,467+21.1% | $6,467+58.5% | $13,397-23.5% |