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 | $24,363 | $159,901-84.8% | $146,958-83.4% | $145,922-83.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 29.25% | 98.13%-68.9pp | 418.34%-389.1pp | 561.29%-532.0pp |
| Employer contribution / active EE | $4,702 | $5,286-11.1% | $4,933-4.7% | $4,660+0.9% |
| Participant deferral / active EE | $4,339 | $8,428-48.5% | $8,070-46.2% | $6,688-35.1% |
| Admin fee / account holder | $920 | $15,044-93.9% | $12,998-92.9% | $13,397-93.1% |