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 | $107,104 | $159,901-33.0% | $146,958-27.1% | $145,922-26.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.30% | 98.13%-80.8pp | 418.34%-401.0pp | 561.29%-544.0pp |
| Employer contribution / active EE | $8,049 | $5,286+52.3% | $4,933+63.2% | $4,660+72.7% |
| Participant deferral / active EE | $8,368 | $8,428-0.7% | $8,070+3.7% | $6,688+25.1% |
| Admin fee / account holder | $3,789 | $15,044-74.8% | $12,998-70.9% | $13,397-71.7% |