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 6-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 | $69,327 | $149,040-53.5% | $120,225-42.3% | $137,256-49.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.74% | 605.68%-588.9pp | 439.23%-422.5pp | 220.34%-203.6pp |
| Employer contribution / active EE | $4,217 | $4,350-3.1% | $3,475+21.3% | $4,156+1.5% |
| Participant deferral / active EE | $16,806 | $4,655+261.1% | $3,999+320.3% | $6,407+162.3% |
| Admin fee / account holder | $12,039 | $6,348+89.7% | $5,696+111.3% | $12,270-1.9% |