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 | $135,460 | $165,984-18.4% | $164,813-17.8% | $145,922-7.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.27% | 100.03%-84.8pp | 69.93%-54.7pp | 561.29%-546.0pp |
| Employer contribution / active EE | $17,284 | $5,273+227.8% | $4,341+298.2% | $4,660+270.9% |
| Participant deferral / active EE | $26,750 | $6,959+284.4% | $6,031+343.5% | $6,688+300.0% |
| Admin fee / account holder | $1,573 | $16,648-90.6% | $12,690-87.6% | $13,397-88.3% |