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 | $52,726 | $159,901-67.0% | $146,958-64.1% | $145,922-63.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.27% | 98.13%-84.9pp | 418.34%-405.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $2,003 | $5,286-62.1% | $4,933-59.4% | $4,660-57.0% |
| Participant deferral / active EE | $5,815 | $8,428-31.0% | $8,070-27.9% | $6,688-13.0% |
| Admin fee / account holder | $1,083 | $15,044-92.8% | $12,998-91.7% | $13,397-91.9% |