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 | $16,458 | $158,398-89.6% | $126,539-87.0% | $142,382-88.4% |
| Participation rate | 90.9% | 75.8%+15.1pp | 69.8%+21.1pp | 80.1%+10.8pp |
| Annual return | 36.61% | 593.76%-557.2pp | 425.95%-389.3pp | 217.08%-180.5pp |
| Employer contribution / active EE | $1,419 | $4,650-69.5% | $3,674-61.4% | $4,299-67.0% |
| Participant deferral / active EE | $5,775 | $4,767+21.2% | $4,083+41.5% | $6,507-11.2% |
| Admin fee / account holder | $612 | $6,918-91.1% | $6,065-89.9% | $12,624-95.1% |