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 | $100,214 | $217,402-53.9% | $185,823-46.1% | $167,490-40.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.61% | 148.36%-128.7pp | 122.05%-102.4pp | 478.56%-458.9pp |
| Employer contribution / active EE | $15,359 | $5,873+161.5% | $5,167+197.2% | $4,837+217.5% |
| Participant deferral / active EE | $13,000 | $6,356+104.5% | $5,568+133.5% | $6,341+105.0% |
| Admin fee / account holder | $679 | $19,811-96.6% | $16,237-95.8% | $12,309-94.5% |