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 | $60,097 | $102,317-41.3% | $146,958-59.1% | $80,856-25.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 28.98% | 134.76%-105.8pp | 418.34%-389.4pp | 35.59%-6.6pp |
| Employer contribution / active EE | $9,200 | $3,713+147.8% | $4,933+86.5% | $2,755+234.0% |
| Participant deferral / active EE | $13,089 | $6,644+97.0% | $8,070+62.2% | $4,296+204.7% |
| Admin fee / account holder | $1,530 | $7,941-80.7% | $12,998-88.2% | $6,918-77.9% |