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 | $17,734 | $159,934-88.9% | $147,005-87.9% | $145,959-87.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 31.34% | 98.24%-66.9pp | 418.76%-387.4pp | 561.95%-530.6pp |
| Employer contribution / active EE | $2,931 | $5,287-44.6% | $4,934-40.6% | $4,661-37.1% |
| Participant deferral / active EE | $3,897 | $8,427-53.8% | $8,070-51.7% | $6,689-41.7% |
| Admin fee / account holder | $872 | $15,053-94.2% | $13,006-93.3% | $13,398-93.5% |