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 | $16,499 | $124,281-86.7% | $109,143-84.9% | $167,490-90.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 47.59% | 26.04%+21.5pp | 25.75%+21.8pp | 478.56%-431.0pp |
| Employer contribution / active EE | $5,978 | $4,207+42.1% | $3,722+60.6% | $4,837+23.6% |
| Participant deferral / active EE | $7,893 | $5,255+50.2% | $4,653+69.6% | $6,341+24.5% |
| Admin fee / account holder | $376 | $7,970-95.3% | $6,752-94.4% | $12,309-96.9% |