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 | $114,393 | $180,749-36.7% | $160,784-28.9% | $137,256-16.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.12% | 2234.46%-2216.3pp | 1803.92%-1785.8pp | 220.34%-202.2pp |
| Employer contribution / active EE | $3,930 | $4,155-5.4% | $3,733+5.3% | $4,156-5.4% |
| Participant deferral / active EE | $12,131 | $6,844+77.2% | $6,293+92.8% | $6,407+89.3% |
| Admin fee / account holder | $1,722 | $10,397-83.4% | $9,717-82.3% | $12,270-86.0% |