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 | $23,070 | $158,398-85.4% | $126,539-81.8% | $142,382-83.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.56% | 593.76%-578.2pp | 425.95%-410.4pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,465 | $4,650-68.5% | $3,674-60.1% | $4,299-65.9% |
| Participant deferral / active EE | $2,288 | $4,767-52.0% | $4,083-44.0% | $6,507-64.8% |
| Admin fee / account holder | $2,940 | $6,918-57.5% | $6,065-51.5% | $12,624-76.7% |