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 4-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 | $47,695 | $158,398-69.9% | $126,539-62.3% | $142,382-66.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.61% | 593.76%-577.1pp | 425.95%-409.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $5,962 | $4,650+28.2% | $3,674+62.3% | $4,299+38.7% |
| Participant deferral / active EE | $11,074 | $4,767+132.3% | $4,083+171.3% | $6,507+70.2% |
| Admin fee / account holder | $439 | $6,918-93.6% | $6,065-92.8% | $12,624-96.5% |