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 | $56,887 | $149,040-61.8% | $120,225-52.7% | $137,256-58.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.77% | 605.68%-587.9pp | 439.23%-421.5pp | 220.34%-202.6pp |
| Employer contribution / active EE | $11,957 | $4,350+174.9% | $3,475+244.0% | $4,156+187.7% |
| Participant deferral / active EE | $6,179 | $4,655+32.7% | $3,999+54.5% | $6,407-3.6% |
| Admin fee / account holder | $1,646 | $6,348-74.1% | $5,696-71.1% | $12,270-86.6% |