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 | $93,604 | $159,934-41.5% | $147,005-36.3% | $145,959-35.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.74% | 98.24%-88.5pp | 418.76%-409.0pp | 561.95%-552.2pp |
| Employer contribution / active EE | $13,545 | $5,287+156.2% | $4,934+174.5% | $4,661+190.6% |
| Participant deferral / active EE | $5,934 | $8,427-29.6% | $8,070-26.5% | $6,689-11.3% |
| Admin fee / account holder | $825 | $15,053-94.5% | $13,006-93.7% | $13,398-93.8% |