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 | $52,544 | $126,574-58.5% | $106,213-50.5% | $145,922-64.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.33% | 224.79%-216.5pp | 116.14%-107.8pp | 561.29%-553.0pp |
| Employer contribution / active EE | $3,592 | $3,730-3.7% | $3,171+13.3% | $4,660-22.9% |
| Participant deferral / active EE | $6,951 | $5,724+21.4% | $5,016+38.6% | $6,688+3.9% |
| Admin fee / account holder | $60,183 | $17,304+247.8% | $11,033+445.5% | $13,397+349.2% |