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 6-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 | $87,971 | $124,281-29.2% | $109,143-19.4% | $167,490-47.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 429.52% | 26.04%+403.5pp | 25.75%+403.8pp | 478.56%-49.0pp |
| Employer contribution / active EE | $4,721 | $4,207+12.2% | $3,722+26.8% | $4,837-2.4% |
| Participant deferral / active EE | $10,797 | $5,255+105.5% | $4,653+132.0% | $6,341+70.3% |
| Admin fee / account holder | $700 | $7,970-91.2% | $6,752-89.6% | $12,309-94.3% |