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 | $19,043 | $68,097-72.0% | $62,929-69.7% | $137,256-86.1% |
| Participation rate | 90.0% | 77.4%+12.6pp | 73.1%+16.9pp | 80.0%+10.0pp |
| Annual return | 58.97% | 1859.11%-1800.1pp | 1063.93%-1005.0pp | 220.34%-161.4pp |
| Employer contribution / active EE | $2,534 | $2,811-9.9% | $2,505+1.2% | $4,156-39.0% |
| Participant deferral / active EE | $3,510 | $4,553-22.9% | $3,888-9.7% | $6,407-45.2% |
| Admin fee / account holder | $568 | $6,521-91.3% | $5,065-88.8% | $12,270-95.4% |