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 | $96,912 | $159,901-39.4% | $146,958-34.1% | $145,922-33.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.93% | 98.13%-79.2pp | 418.34%-399.4pp | 561.29%-542.4pp |
| Employer contribution / active EE | $6,823 | $5,286+29.1% | $4,933+38.3% | $4,660+46.4% |
| Participant deferral / active EE | $15,278 | $8,428+81.3% | $8,070+89.3% | $6,688+128.4% |
| Admin fee / account holder | $7,167 | $15,044-52.4% | $12,998-44.9% | $13,397-46.5% |