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 | $109,528 | $159,901-31.5% | $146,958-25.5% | $145,922-24.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.47% | 98.13%-75.7pp | 418.34%-395.9pp | 561.29%-538.8pp |
| Employer contribution / active EE | $9,736 | $5,286+84.2% | $4,933+97.4% | $4,660+108.9% |
| Participant deferral / active EE | $10,573 | $8,428+25.4% | $8,070+31.0% | $6,688+58.1% |
| Admin fee / account holder | $7,338 | $15,044-51.2% | $12,998-43.5% | $13,397-45.2% |