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 | $99,681 | $159,901-37.7% | $146,958-32.2% | $145,922-31.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 24.28% | 98.13%-73.9pp | 418.34%-394.1pp | 561.29%-537.0pp |
| Employer contribution / active EE | $4,983 | $5,286-5.7% | $4,933+1.0% | $4,660+6.9% |
| Participant deferral / active EE | $13,824 | $8,428+64.0% | $8,070+71.3% | $6,688+106.7% |
| Admin fee / account holder | $7,564 | $15,044-49.7% | $12,998-41.8% | $13,397-43.5% |