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 | $67,140 | $171,865-60.9% | $149,718-55.2% | $147,584-54.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.42% | 2113.22%-2099.8pp | 1501.63%-1488.2pp | 578.55%-565.1pp |
| Employer contribution / active EE | $6,537 | $6,275+4.2% | $5,445+20.1% | $4,876+34.1% |
| Participant deferral / active EE | $6,468 | $7,271-11.0% | $6,569-1.5% | $5,439+18.9% |
| Admin fee / account holder | $164,244 | $13,799+1090.2% | $11,283+1355.7% | $10,885+1408.9% |