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 | $35,772 | $159,901-77.6% | $146,958-75.7% | $145,922-75.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.99% | 98.13%-78.1pp | 418.34%-398.3pp | 561.29%-541.3pp |
| Employer contribution / active EE | $7,539 | $5,286+42.6% | $4,933+52.8% | $4,660+61.8% |
| Participant deferral / active EE | $6,396 | $8,428-24.1% | $8,070-20.7% | $6,688-4.4% |
| Admin fee / account holder | $1,163 | $15,044-92.3% | $12,998-91.0% | $13,397-91.3% |