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 | $84,526 | $159,901-47.1% | $146,958-42.5% | $145,922-42.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.48% | 98.13%-84.7pp | 418.34%-404.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $4,681 | $5,286-11.4% | $4,933-5.1% | $4,660+0.5% |
| Participant deferral / active EE | $12,000 | $8,428+42.4% | $8,070+48.7% | $6,688+79.4% |
| Admin fee / account holder | $471 | $15,044-96.9% | $12,998-96.4% | $13,397-96.5% |