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 | $105,102 | $159,901-34.3% | $146,958-28.5% | $145,922-28.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.16% | 98.13%-85.0pp | 418.34%-405.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $15,347 | $5,286+190.3% | $4,933+211.1% | $4,660+229.4% |
| Participant deferral / active EE | $16,700 | $8,428+98.1% | $8,070+106.9% | $6,688+149.7% |
| Admin fee / account holder | $1,498 | $15,044-90.0% | $12,998-88.5% | $13,397-88.8% |