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 | $16,151 | $48,076-66.4% | $78,689-79.5% | $62,891-74.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 160.02% | 31.35%+128.7pp | 62.18%+97.8pp | 20.14%+139.9pp |
| Employer contribution / active EE | $2,206 | $2,015+9.5% | $2,851-22.6% | $2,281-3.3% |
| Participant deferral / active EE | $6,755 | $2,588+161.0% | $3,517+92.1% | $3,203+110.9% |
| Admin fee / account holder | $390 | $3,207-87.8% | $4,510-91.4% | $4,296-90.9% |