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 7-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 | $21,028 | $180,749-88.4% | $160,784-86.9% | $137,256-84.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.75% | 2234.46%-2219.7pp | 1803.92%-1789.2pp | 220.34%-205.6pp |
| Employer contribution / active EE | $901 | $4,155-78.3% | $3,733-75.9% | $4,156-78.3% |
| Participant deferral / active EE | $8,138 | $6,844+18.9% | $6,293+29.3% | $6,407+27.0% |
| Admin fee / account holder | $12,101 | $10,397+16.4% | $9,717+24.5% | $12,270-1.4% |