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 | $87,502 | $159,901-45.3% | $146,958-40.5% | $145,922-40.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.19% | 98.13%-87.9pp | 418.34%-408.1pp | 561.29%-551.1pp |
| Employer contribution / active EE | $10,039 | $5,286+89.9% | $4,933+103.5% | $4,660+115.4% |
| Participant deferral / active EE | $5,031 | $8,428-40.3% | $8,070-37.7% | $6,688-24.8% |
| Admin fee / account holder | $3,478 | $15,044-76.9% | $12,998-73.2% | $13,397-74.0% |