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 10-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 | $77,028 | $159,901-51.8% | $146,958-47.6% | $145,922-47.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.12% | 98.13%-84.0pp | 418.34%-404.2pp | 561.29%-547.2pp |
| Employer contribution / active EE | $4,205 | $5,286-20.4% | $4,933-14.8% | $4,660-9.8% |
| Participant deferral / active EE | $12,460 | $8,428+47.8% | $8,070+54.4% | $6,688+86.3% |
| Admin fee / account holder | $6,369 | $15,044-57.7% | $12,998-51.0% | $13,397-52.5% |