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 | $118,391 | $210,648-43.8% | $177,989-33.5% | $145,922-18.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.79% | 385.86%-375.1pp | 294.48%-283.7pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,703 | $4,565-40.8% | $3,949-31.5% | $4,660-42.0% |
| Participant deferral / active EE | $4,436 | $6,958-36.2% | $6,276-29.3% | $6,688-33.7% |
| Admin fee / account holder | $1,533 | $12,013-87.2% | $10,363-85.2% | $13,397-88.6% |