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 | $119,890 | $133,922-10.5% | $116,228+3.2% | $142,382-15.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 10.99% | 147.76%-136.8pp | 90.06%-79.1pp | 217.08%-206.1pp |
| Employer contribution / active EE | $7,076 | $3,446+105.4% | $2,994+136.3% | $4,299+64.6% |
| Participant deferral / active EE | $6,493 | $5,672+14.5% | $4,953+31.1% | $6,507-0.2% |
| Admin fee / account holder | $23,116 | $14,945+54.7% | $11,989+92.8% | $12,624+83.1% |