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 | $119,012 | $159,901-25.6% | $146,958-19.0% | $145,922-18.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.09% | 98.13%-76.0pp | 418.34%-396.2pp | 561.29%-539.2pp |
| Employer contribution / active EE | $13,664 | $5,286+158.5% | $4,933+177.0% | $4,660+193.2% |
| Participant deferral / active EE | $13,375 | $8,428+58.7% | $8,070+65.7% | $6,688+100.0% |
| Admin fee / account holder | $2,772 | $15,044-81.6% | $12,998-78.7% | $13,397-79.3% |