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 | $30,684 | $126,574-75.8% | $106,213-71.1% | $145,922-79.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.31% | 224.79%-215.5pp | 116.14%-106.8pp | 561.29%-552.0pp |
| Employer contribution / active EE | $1,310 | $3,730-64.9% | $3,171-58.7% | $4,660-71.9% |
| Participant deferral / active EE | $3,375 | $5,724-41.0% | $5,016-32.7% | $6,688-49.5% |
| Admin fee / account holder | $1,563 | $17,304-91.0% | $11,033-85.8% | $13,397-88.3% |