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 | $65,491 | $159,901-59.0% | $146,958-55.4% | $145,922-55.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.03% | 98.13%-84.1pp | 418.34%-404.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $5,247 | $5,286-0.7% | $4,933+6.4% | $4,660+12.6% |
| Participant deferral / active EE | $4,914 | $8,428-41.7% | $8,070-39.1% | $6,688-26.5% |
| Admin fee / account holder | $666 | $15,044-95.6% | $12,998-94.9% | $13,397-95.0% |