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 | $88,684 | $159,901-44.5% | $146,958-39.7% | $145,922-39.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 40.49% | 98.13%-57.6pp | 418.34%-377.8pp | 561.29%-520.8pp |
| Employer contribution / active EE | $5,766 | $5,286+9.1% | $4,933+16.9% | $4,660+23.7% |
| Participant deferral / active EE | $20,198 | $8,428+139.6% | $8,070+150.3% | $6,688+202.0% |
| Admin fee / account holder | $1,400 | $15,044-90.7% | $12,998-89.2% | $13,397-89.5% |