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 6-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 | $41,797 | $159,901-73.9% | $146,958-71.6% | $145,922-71.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.90% | 98.13%-85.2pp | 418.34%-405.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $5,333 | $5,286+0.9% | $4,933+8.1% | $4,660+14.5% |
| Participant deferral / active EE | $12,523 | $8,428+48.6% | $8,070+55.2% | $6,688+87.3% |
| Admin fee / account holder | $5,030 | $15,044-66.6% | $12,998-61.3% | $13,397-62.5% |