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 | $40,794 | $159,934-74.5% | $147,005-72.2% | $145,959-72.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.13% | 98.24%-86.1pp | 418.76%-406.6pp | 561.95%-549.8pp |
| Employer contribution / active EE | $3,138 | $5,287-40.6% | $4,934-36.4% | $4,661-32.7% |
| Participant deferral / active EE | $11,233 | $8,427+33.3% | $8,070+39.2% | $6,689+67.9% |
| Admin fee / account holder | $3,480 | $15,053-76.9% | $13,006-73.2% | $13,398-74.0% |