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 | $24,111 | $105,931-77.2% | $81,930-70.6% | $158,922-84.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 53.16% | 38.17%+15.0pp | 29.49%+23.7pp | 302.83%-249.7pp |
| Employer contribution / active EE | $5,004 | $7,800-35.8% | $4,310+16.1% | $4,761+5.1% |
| Participant deferral / active EE | $11,878 | $13,003-8.7% | $7,107+67.1% | $5,982+98.6% |
| Admin fee / account holder | $894 | $8,489-89.5% | $5,158-82.7% | $11,246-92.1% |