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 | $48,330 | $158,398-69.5% | $126,539-61.8% | $142,382-66.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.80% | 593.76%-576.0pp | 425.95%-408.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $7,000 | $4,650+50.5% | $3,674+90.5% | $4,299+62.8% |
| Participant deferral / active EE | $10,883 | $4,767+128.3% | $4,083+166.6% | $6,507+67.2% |
| Admin fee / account holder | $459 | $6,918-93.4% | $6,065-92.4% | $12,624-96.4% |