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 | $109,703 | $165,984-33.9% | $164,813-33.4% | $145,922-24.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 25.64% | 100.03%-74.4pp | 69.93%-44.3pp | 561.29%-535.7pp |
| Employer contribution / active EE | $2,341 | $5,273-55.6% | $4,341-46.1% | $4,660-49.8% |
| Participant deferral / active EE | $15,758 | $6,959+126.4% | $6,031+161.3% | $6,688+135.6% |
| Admin fee / account holder | $666 | $16,648-96.0% | $12,690-94.8% | $13,397-95.0% |