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 | $60,480 | $126,574-52.2% | $106,213-43.1% | $145,922-58.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.58% | 224.79%-209.2pp | 116.14%-100.6pp | 561.29%-545.7pp |
| Employer contribution / active EE | $5,064 | $3,730+35.7% | $3,171+59.7% | $4,660+8.7% |
| Participant deferral / active EE | $3,326 | $5,724-41.9% | $5,016-33.7% | $6,688-50.3% |
| Admin fee / account holder | $483 | $17,304-97.2% | $11,033-95.6% | $13,397-96.4% |