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 6-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 | $52,076 | $180,749-71.2% | $160,784-67.6% | $137,256-62.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 20.74% | 2234.46%-2213.7pp | 1803.92%-1783.2pp | 220.34%-199.6pp |
| Employer contribution / active EE | $983 | $4,155-76.3% | $3,733-73.7% | $4,156-76.3% |
| Participant deferral / active EE | $4,491 | $6,844-34.4% | $6,293-28.6% | $6,407-29.9% |
| Admin fee / account holder | $1,226 | $10,397-88.2% | $9,717-87.4% | $12,270-90.0% |