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 8-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 | $83,190 | $210,648-60.5% | $177,989-53.3% | $145,922-43.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.84% | 385.86%-376.0pp | 294.48%-284.6pp | 561.29%-551.4pp |
| Employer contribution / active EE | $4,776 | $4,565+4.6% | $3,949+20.9% | $4,660+2.5% |
| Participant deferral / active EE | $1,560 | $6,958-77.6% | $6,276-75.1% | $6,688-76.7% |
| Admin fee / account holder | $664 | $12,013-94.5% | $10,363-93.6% | $13,397-95.0% |