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 5-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 | $42,590 | $159,901-73.4% | $146,958-71.0% | $145,922-70.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.20% | 98.13%-83.9pp | 418.34%-404.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $5,977 | $5,286+13.1% | $4,933+21.2% | $4,660+28.3% |
| Participant deferral / active EE | $6,695 | $8,428-20.6% | $8,070-17.0% | $6,688+0.1% |
| Admin fee / account holder | $3,000 | $15,044-80.1% | $12,998-76.9% | $13,397-77.6% |