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 | $60,436 | $111,724-45.9% | $93,606-35.4% | $145,922-58.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.05% | 202.98%-194.9pp | 133.20%-125.1pp | 561.29%-553.2pp |
| Employer contribution / active EE | $4,035 | $3,090+30.6% | $2,420+66.7% | $4,660-13.4% |
| Participant deferral / active EE | $6,182 | $4,912+25.9% | $4,411+40.1% | $6,688-7.6% |
| Admin fee / account holder | $51,963 | $10,250+407.0% | $8,285+527.2% | $13,397+287.9% |