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 | $53,216 | $159,901-66.7% | $146,958-63.8% | $145,922-63.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.44% | 98.13%-74.7pp | 418.34%-394.9pp | 561.29%-537.8pp |
| Employer contribution / active EE | $3,009 | $5,286-43.1% | $4,933-39.0% | $4,660-35.4% |
| Participant deferral / active EE | $10,810 | $8,428+28.3% | $8,070+34.0% | $6,688+61.6% |
| Admin fee / account holder | $4,079 | $15,044-72.9% | $12,998-68.6% | $13,397-69.5% |