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 | $89,739 | $183,519-51.1% | $155,509-42.3% | $145,922-38.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 169.26% | 61.17%+108.1pp | 64.67%+104.6pp | 561.29%-392.0pp |
| Employer contribution / active EE | $7,256 | $5,313+36.6% | $4,672+55.3% | $4,660+55.7% |
| Participant deferral / active EE | $6,241 | $6,462-3.4% | $5,626+10.9% | $6,688-6.7% |
| Admin fee / account holder | $1,190 | $19,313-93.8% | $15,912-92.5% | $13,397-91.1% |