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 | $51,564 | $159,934-67.8% | $147,005-64.9% | $145,959-64.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.61% | 98.24%-81.6pp | 418.76%-402.2pp | 561.95%-545.3pp |
| Employer contribution / active EE | $3,167 | $5,287-40.1% | $4,934-35.8% | $4,661-32.1% |
| Participant deferral / active EE | $17,813 | $8,427+111.4% | $8,070+120.7% | $6,689+166.3% |
| Admin fee / account holder | $413 | $15,053-97.3% | $13,006-96.8% | $13,398-96.9% |