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 | $98,392 | $217,402-54.7% | $185,823-47.1% | $167,490-41.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.36% | 148.36%-134.0pp | 122.05%-107.7pp | 478.56%-464.2pp |
| Employer contribution / active EE | $11,884 | $5,873+102.3% | $5,167+130.0% | $4,837+145.7% |
| Participant deferral / active EE | $10,185 | $6,356+60.2% | $5,568+82.9% | $6,341+60.6% |
| Admin fee / account holder | $737 | $19,811-96.3% | $16,237-95.5% | $12,309-94.0% |