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 | $90,665 | $159,934-43.3% | $147,005-38.3% | $145,959-37.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.80% | 98.24%-75.4pp | 418.76%-396.0pp | 561.95%-539.1pp |
| Employer contribution / active EE | $9,951 | $5,287+88.2% | $4,934+101.7% | $4,661+113.5% |
| Participant deferral / active EE | $14,649 | $8,427+73.8% | $8,070+81.5% | $6,689+119.0% |
| Admin fee / account holder | $372 | $15,053-97.5% | $13,006-97.1% | $13,398-97.2% |