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 | $63,833 | $167,307-61.8% | $143,757-55.6% | $134,475-52.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 206.93% | 0.46%+206.5pp | -0.04%+207.0pp | 417.96%-211.0pp |
| Employer contribution / active EE | $10,671 | $5,619+89.9% | $4,951+115.5% | $4,740+125.1% |
| Participant deferral / active EE | $10,648 | $6,446+65.2% | $5,637+88.9% | $6,400+66.4% |
| Admin fee / account holder | $354 | $18,088-98.0% | $14,673-97.6% | $11,426-96.9% |