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 | $28,070 | $173,340-83.8% | $136,007-79.4% | $145,959-80.8% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.66% | 1163.32%-1153.7pp | 579.32%-569.7pp | 561.95%-552.3pp |
| Employer contribution / active EE | $3,374 | $5,275-36.0% | $4,215-19.9% | $4,661-27.6% |
| Participant deferral / active EE | $5,720 | $8,699-34.2% | $7,024-18.6% | $6,689-14.5% |
| Admin fee / account holder | $556 | $9,954-94.4% | $6,858-91.9% | $13,398-95.9% |