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 | $50,373 | $180,749-72.1% | $160,784-68.7% | $137,256-63.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 25.05% | 2234.46%-2209.4pp | 1803.92%-1778.9pp | 220.34%-195.3pp |
| Employer contribution / active EE | $4,416 | $4,155+6.3% | $3,733+18.3% | $4,156+6.3% |
| Participant deferral / active EE | $7,435 | $6,844+8.6% | $6,293+18.1% | $6,407+16.0% |
| Admin fee / account holder | $1,426 | $10,397-86.3% | $9,717-85.3% | $12,270-88.4% |