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 | $71,735 | $159,934-55.1% | $147,005-51.2% | $145,959-50.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.27% | 98.24%-84.0pp | 418.76%-404.5pp | 561.95%-547.7pp |
| Employer contribution / active EE | $9,654 | $5,287+82.6% | $4,934+95.7% | $4,661+107.1% |
| Participant deferral / active EE | $34,059 | $8,427+304.2% | $8,070+322.1% | $6,689+409.2% |
| Admin fee / account holder | $51,379 | $15,053+241.3% | $13,006+295.0% | $13,398+283.5% |