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 | $78,654 | $159,901-50.8% | $146,958-46.5% | $145,922-46.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.11% | 98.13%-81.0pp | 418.34%-401.2pp | 561.29%-544.2pp |
| Employer contribution / active EE | $3,107 | $5,286-41.2% | $4,933-37.0% | $4,660-33.3% |
| Participant deferral / active EE | $10,898 | $8,428+29.3% | $8,070+35.0% | $6,688+63.0% |
| Admin fee / account holder | $27,901 | $15,044+85.5% | $12,998+114.7% | $13,397+108.3% |