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 | $20,511 | $126,574-83.8% | $106,213-80.7% | $145,922-85.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.55% | 224.79%-214.2pp | 116.14%-105.6pp | 561.29%-550.7pp |
| Employer contribution / active EE | $4,800 | $3,730+28.7% | $3,171+51.3% | $4,660+3.0% |
| Participant deferral / active EE | $4,800 | $5,724-16.1% | $5,016-4.3% | $6,688-28.2% |
| Admin fee / account holder | $480 | $17,304-97.2% | $11,033-95.6% | $13,397-96.4% |