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 | $53,578 | $158,398-66.2% | $126,539-57.7% | $142,382-62.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 24.73% | 593.76%-569.0pp | 425.95%-401.2pp | 217.08%-192.4pp |
| Employer contribution / active EE | $4,014 | $4,650-13.7% | $3,674+9.3% | $4,299-6.6% |
| Participant deferral / active EE | $10,633 | $4,767+123.1% | $4,083+160.5% | $6,507+63.4% |
| Admin fee / account holder | $800 | $6,918-88.4% | $6,065-86.8% | $12,624-93.7% |