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 | $98,780 | $159,934-38.2% | $147,005-32.8% | $145,959-32.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.86% | 98.24%-82.4pp | 418.76%-402.9pp | 561.95%-546.1pp |
| Employer contribution / active EE | $12,157 | $5,287+129.9% | $4,934+146.4% | $4,661+160.8% |
| Participant deferral / active EE | $21,763 | $8,427+158.2% | $8,070+169.7% | $6,689+225.4% |
| Admin fee / account holder | $605 | $15,053-96.0% | $13,006-95.4% | $13,398-95.5% |