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 9-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 | $24,552 | $72,400-66.1% | $67,502-63.6% | $145,922-83.2% |
| Participation rate | 90.9% | 76.9%+14.1pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 29.86% | 7182.46%-7152.6pp | 3512.12%-3482.3pp | 561.29%-531.4pp |
| Employer contribution / active EE | $3,595 | $3,069+17.1% | $2,731+31.7% | $4,660-22.8% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $4,000-100.0% | $6,688-100.0% |
| Admin fee / account holder | $661 | $5,539-88.1% | $3,998-83.5% | $13,397-95.1% |