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 4-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 | $74,886 | $201,272-62.8% | $184,203-59.3% | $145,922-48.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 155.86% | 29.00%+126.9pp | 28.81%+127.0pp | 561.29%-405.4pp |
| Employer contribution / active EE | $4,696 | $7,022-33.1% | $6,427-26.9% | $4,660+0.8% |
| Participant deferral / active EE | $15,942 | $9,806+62.6% | $9,131+74.6% | $6,688+138.4% |
| Admin fee / account holder | $32,013 | $16,364+95.6% | $13,901+130.3% | $13,397+139.0% |