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 | $67,145 | $158,398-57.6% | $126,539-46.9% | $142,382-52.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.52% | 593.76%-575.2pp | 425.95%-407.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $5,924 | $4,650+27.4% | $3,674+61.2% | $4,299+37.8% |
| Participant deferral / active EE | $5,483 | $4,767+15.0% | $4,083+34.3% | $6,507-15.7% |
| Admin fee / account holder | $1,195 | $6,918-82.7% | $6,065-80.3% | $12,624-90.5% |