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 | $10,269 | $158,398-93.5% | $126,539-91.9% | $142,382-92.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 23.47% | 593.76%-570.3pp | 425.95%-402.5pp | 217.08%-193.6pp |
| Employer contribution / active EE | $3,543 | $4,650-23.8% | $3,674-3.6% | $4,299-17.6% |
| Participant deferral / active EE | $6,385 | $4,767+33.9% | $4,083+56.4% | $6,507-1.9% |
| Admin fee / account holder | $898 | $6,918-87.0% | $6,065-85.2% | $12,624-92.9% |