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 4-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 | $54,998 | $74,888-26.6% | $71,209-22.8% | $142,382-61.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 90.08% | 345.14%-255.1pp | 282.51%-192.4pp | 217.08%-127.0pp |
| Employer contribution / active EE | $4,663 | $2,854+63.4% | $2,721+71.4% | $4,299+8.5% |
| Participant deferral / active EE | $5,441 | $4,454+22.1% | $4,175+30.3% | $6,507-16.4% |
| Admin fee / account holder | $690 | $5,568-87.6% | $5,349-87.1% | $12,624-94.5% |