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 | $18,985 | $169,032-88.8% | $129,207-85.3% | $145,922-87.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.04% | 14330.11%-14319.1pp | 9417.33%-9406.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,138 | $5,537-79.5% | $4,153-72.6% | $4,660-75.6% |
| Participant deferral / active EE | $1,096 | $4,987-78.0% | $4,168-73.7% | $6,688-83.6% |
| Admin fee / account holder | $586 | $9,954-94.1% | $7,715-92.4% | $13,397-95.6% |