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 5-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 | $27,411 | $159,901-82.9% | $146,958-81.3% | $145,922-81.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.29% | 98.13%-83.8pp | 418.34%-404.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $4,215 | $5,286-20.3% | $4,933-14.5% | $4,660-9.5% |
| Participant deferral / active EE | $8,052 | $8,428-4.5% | $8,070-0.2% | $6,688+20.4% |
| Admin fee / account holder | $3,050 | $15,044-79.7% | $12,998-76.5% | $13,397-77.2% |