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 5-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 | $30,514 | $180,749-83.1% | $160,784-81.0% | $137,256-77.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.18% | 2234.46%-2217.3pp | 1803.92%-1786.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $3,031 | $4,155-27.1% | $3,733-18.8% | $4,156-27.1% |
| Participant deferral / active EE | $6,733 | $6,844-1.6% | $6,293+7.0% | $6,407+5.1% |
| Admin fee / account holder | $1,872 | $10,397-82.0% | $9,717-80.7% | $12,270-84.7% |