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 | $62,205 | $159,934-61.1% | $147,005-57.7% | $145,959-57.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.53% | 98.24%-87.7pp | 418.76%-408.2pp | 561.95%-551.4pp |
| Employer contribution / active EE | $11,025 | $5,287+108.5% | $4,934+123.4% | $4,661+136.5% |
| Participant deferral / active EE | $6,007 | $8,427-28.7% | $8,070-25.6% | $6,689-10.2% |
| Admin fee / account holder | $1,547 | $15,053-89.7% | $13,006-88.1% | $13,398-88.5% |