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 6-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 | $24,891 | $159,901-84.4% | $146,958-83.1% | $145,922-82.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 31.79% | 98.13%-66.3pp | 418.34%-386.5pp | 561.29%-529.5pp |
| Employer contribution / active EE | $2,137 | $5,286-59.6% | $4,933-56.7% | $4,660-54.1% |
| Participant deferral / active EE | $4,690 | $8,428-44.4% | $8,070-41.9% | $6,688-29.9% |
| Admin fee / account holder | $5,417 | $15,044-64.0% | $12,998-58.3% | $13,397-59.6% |