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 | $32,023 | $159,901-80.0% | $146,958-78.2% | $145,922-78.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.34% | 98.13%-80.8pp | 418.34%-401.0pp | 561.29%-543.9pp |
| Employer contribution / active EE | $4,982 | $5,286-5.8% | $4,933+1.0% | $4,660+6.9% |
| Participant deferral / active EE | $5,993 | $8,428-28.9% | $8,070-25.7% | $6,688-10.4% |
| Admin fee / account holder | $820 | $15,044-94.6% | $12,998-93.7% | $13,397-93.9% |