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 | $98,497 | $159,901-38.4% | $146,958-33.0% | $145,922-32.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.68% | 98.13%-86.5pp | 418.34%-406.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $8,684 | $5,286+64.3% | $4,933+76.0% | $4,660+86.4% |
| Participant deferral / active EE | $17,035 | $8,428+102.1% | $8,070+111.1% | $6,688+154.7% |
| Admin fee / account holder | $660 | $15,044-95.6% | $12,998-94.9% | $13,397-95.1% |