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 | $69,688 | $159,901-56.4% | $146,958-52.6% | $145,922-52.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.78% | 98.13%-86.4pp | 418.34%-406.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $19,460 | $5,286+268.1% | $4,933+294.5% | $4,660+317.6% |
| Participant deferral / active EE | $6,021 | $8,428-28.6% | $8,070-25.4% | $6,688-10.0% |
| Admin fee / account holder | $356 | $15,044-97.6% | $12,998-97.3% | $13,397-97.3% |