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 5-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 | $28,032 | $159,901-82.5% | $146,958-80.9% | $145,922-80.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.01% | 98.13%-86.1pp | 418.34%-406.3pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,989 | $5,286-62.4% | $4,933-59.7% | $4,660-57.3% |
| Participant deferral / active EE | $6,495 | $8,428-22.9% | $8,070-19.5% | $6,688-2.9% |
| Admin fee / account holder | $514 | $15,044-96.6% | $12,998-96.0% | $13,397-96.2% |