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 | $113,506 | $159,901-29.0% | $146,958-22.8% | $145,922-22.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.33% | 98.13%-83.8pp | 418.34%-404.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,319 | $5,286-56.1% | $4,933-53.0% | $4,660-50.2% |
| Participant deferral / active EE | $14,108 | $8,428+67.4% | $8,070+74.8% | $6,688+111.0% |
| Admin fee / account holder | $22,595 | $15,044+50.2% | $12,998+73.8% | $13,397+68.7% |