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 5-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 | $27,351 | $159,934-82.9% | $147,005-81.4% | $145,959-81.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.14% | 98.24%-82.1pp | 418.76%-402.6pp | 561.95%-545.8pp |
| Employer contribution / active EE | $2,020 | $5,287-61.8% | $4,934-59.1% | $4,661-56.7% |
| Participant deferral / active EE | $4,866 | $8,427-42.3% | $8,070-39.7% | $6,689-27.2% |
| Admin fee / account holder | $480 | $15,053-96.8% | $13,006-96.3% | $13,398-96.4% |