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 9-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 | $31,792 | $217,402-85.4% | $185,823-82.9% | $167,490-81.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.76% | 148.36%-137.6pp | 122.05%-111.3pp | 478.56%-467.8pp |
| Employer contribution / active EE | $5,252 | $5,873-10.6% | $5,167+1.6% | $4,837+8.6% |
| Participant deferral / active EE | $3,300 | $6,356-48.1% | $5,568-40.7% | $6,341-48.0% |
| Admin fee / account holder | $54,333 | $19,811+174.3% | $16,237+234.6% | $12,309+341.4% |