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 | $98,941 | $114,047-13.2% | $96,139+2.9% | $167,490-40.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 20.74% | 189.88%-169.1pp | 191.94%-171.2pp | 478.56%-457.8pp |
| Employer contribution / active EE | $17,350 | $3,427+406.3% | $2,797+520.3% | $4,837+258.7% |
| Participant deferral / active EE | $25,359 | $5,194+388.3% | $4,349+483.1% | $6,341+299.9% |
| Admin fee / account holder | $516 | $6,897-92.5% | $5,537-90.7% | $12,309-95.8% |