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 | $118,555 | $159,901-25.9% | $146,958-19.3% | $145,922-18.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.10% | 98.13%-82.0pp | 418.34%-402.2pp | 561.29%-545.2pp |
| Employer contribution / active EE | $24,785 | $5,286+368.9% | $4,933+402.5% | $4,660+431.9% |
| Participant deferral / active EE | $10,474 | $8,428+24.3% | $8,070+29.8% | $6,688+56.6% |
| Admin fee / account holder | $772 | $15,044-94.9% | $12,998-94.1% | $13,397-94.2% |