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 | $73,779 | $159,901-53.9% | $146,958-49.8% | $145,922-49.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.20% | 98.13%-82.9pp | 418.34%-403.1pp | 561.29%-546.1pp |
| Employer contribution / active EE | $3,909 | $5,286-26.1% | $4,933-20.8% | $4,660-16.1% |
| Participant deferral / active EE | $11,761 | $8,428+39.5% | $8,070+45.7% | $6,688+75.9% |
| Admin fee / account holder | $5,918 | $15,044-60.7% | $12,998-54.5% | $13,397-55.8% |