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 3-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 | $66,513 | $90,348-26.4% | $75,972-12.5% | $145,922-54.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 25.47% | 620.88%-595.4pp | 359.55%-334.1pp | 561.29%-535.8pp |
| Employer contribution / active EE | $5,256 | $3,311+58.7% | $2,685+95.8% | $4,660+12.8% |
| Participant deferral / active EE | $30,500 | $5,162+490.9% | $4,255+616.7% | $6,688+356.1% |
| Admin fee / account holder | $736 | $8,467-91.3% | $6,467-88.6% | $13,397-94.5% |