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 4-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 | $52,952 | $158,398-66.6% | $126,539-58.2% | $142,382-62.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 10.70% | 593.76%-583.1pp | 425.95%-415.2pp | 217.08%-206.4pp |
| Employer contribution / active EE | $14,571 | $4,650+213.4% | $3,674+296.6% | $4,299+238.9% |
| Participant deferral / active EE | $3,284 | $4,767-31.1% | $4,083-19.6% | $6,507-49.5% |
| Admin fee / account holder | $4,057 | $6,918-41.4% | $6,065-33.1% | $12,624-67.9% |