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 | $107,587 | $159,901-32.7% | $146,958-26.8% | $145,922-26.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.55% | 98.13%-81.6pp | 418.34%-401.8pp | 561.29%-544.7pp |
| Employer contribution / active EE | $4,338 | $5,286-17.9% | $4,933-12.1% | $4,660-6.9% |
| Participant deferral / active EE | $11,026 | $8,428+30.8% | $8,070+36.6% | $6,688+64.9% |
| Admin fee / account holder | $2,869 | $15,044-80.9% | $12,998-77.9% | $13,397-78.6% |