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 3-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 | $72,091 | $159,901-54.9% | $146,958-50.9% | $145,922-50.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.26% | 98.13%-85.9pp | 418.34%-406.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $5,125 | $5,286-3.0% | $4,933+3.9% | $4,660+10.0% |
| Participant deferral / active EE | $8,161 | $8,428-3.2% | $8,070+1.1% | $6,688+22.0% |
| Admin fee / account holder | $19,798 | $15,044+31.6% | $12,998+52.3% | $13,397+47.8% |