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 | $24,279 | $159,934-84.8% | $147,005-83.5% | $145,959-83.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.07% | 98.24%-79.2pp | 418.76%-399.7pp | 561.95%-542.9pp |
| Employer contribution / active EE | $4,516 | $5,287-14.6% | $4,934-8.5% | $4,661-3.1% |
| Participant deferral / active EE | $13,186 | $8,427+56.5% | $8,070+63.4% | $6,689+97.1% |
| Admin fee / account holder | $1,914 | $15,053-87.3% | $13,006-85.3% | $13,398-85.7% |