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 | $65,036 | $210,648-69.1% | $177,989-63.5% | $145,922-55.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.13% | 385.86%-370.7pp | 294.48%-279.4pp | 561.29%-546.2pp |
| Employer contribution / active EE | $17,779 | $4,565+289.5% | $3,949+350.3% | $4,660+281.6% |
| Participant deferral / active EE | $18,475 | $6,958+165.5% | $6,276+194.4% | $6,688+176.3% |
| Admin fee / account holder | $474 | $12,013-96.1% | $10,363-95.4% | $13,397-96.5% |