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 3-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 | $11,750 | $180,749-93.5% | $160,784-92.7% | $137,256-91.4% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.0%+8.8pp | 80.0%+5.8pp |
| Annual return | 16.75% | 2234.46%-2217.7pp | 1803.92%-1787.2pp | 220.34%-203.6pp |
| Employer contribution / active EE | $880 | $4,155-78.8% | $3,733-76.4% | $4,156-78.8% |
| Participant deferral / active EE | $5,644 | $6,844-17.5% | $6,293-10.3% | $6,407-11.9% |
| Admin fee / account holder | $375 | $10,397-96.4% | $9,717-96.1% | $12,270-96.9% |