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 | $70,755 | $126,574-44.1% | $106,213-33.4% | $145,922-51.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.39% | 224.79%-214.4pp | 116.14%-105.7pp | 561.29%-550.9pp |
| Employer contribution / active EE | $4,747 | $3,730+27.3% | $3,171+49.7% | $4,660+1.9% |
| Participant deferral / active EE | $11,774 | $5,724+105.7% | $5,016+134.7% | $6,688+76.1% |
| Admin fee / account holder | $1,463 | $17,304-91.5% | $11,033-86.7% | $13,397-89.1% |