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 | $35,254 | $166,020-78.8% | $164,866-78.6% | $145,959-75.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 26.33% | 100.08%-73.8pp | 69.97%-43.6pp | 561.95%-535.6pp |
| Employer contribution / active EE | $4,000 | $5,275-24.2% | $4,343-7.9% | $4,661-14.2% |
| Participant deferral / active EE | $4,370 | $6,961-37.2% | $6,033-27.6% | $6,689-34.7% |
| Admin fee / account holder | $989 | $16,644-94.1% | $12,689-92.2% | $13,398-92.6% |