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 9-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 | $21,067 | $158,398-86.7% | $126,539-83.4% | $142,382-85.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.92% | 593.76%-574.8pp | 425.95%-407.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $4,751 | $4,650+2.2% | $3,674+29.3% | $4,299+10.5% |
| Participant deferral / active EE | $2,358 | $4,767-50.5% | $4,083-42.2% | $6,507-63.8% |
| Admin fee / account holder | $1,413 | $6,918-79.6% | $6,065-76.7% | $12,624-88.8% |