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 | $69,983 | $159,901-56.2% | $146,958-52.4% | $145,922-52.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.54% | 98.13%-76.6pp | 418.34%-396.8pp | 561.29%-539.7pp |
| Employer contribution / active EE | $4,552 | $5,286-13.9% | $4,933-7.7% | $4,660-2.3% |
| Participant deferral / active EE | $24,099 | $8,428+185.9% | $8,070+198.6% | $6,688+260.4% |
| Admin fee / account holder | $824 | $15,044-94.5% | $12,998-93.7% | $13,397-93.9% |