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 4-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 | $35,843 | $158,398-77.4% | $126,539-71.7% | $142,382-74.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 27.15% | 593.76%-566.6pp | 425.95%-398.8pp | 217.08%-189.9pp |
| Employer contribution / active EE | $3,437 | $4,650-26.1% | $3,674-6.5% | $4,299-20.1% |
| Participant deferral / active EE | $6,175 | $4,767+29.5% | $4,083+51.3% | $6,507-5.1% |
| Admin fee / account holder | $766 | $6,918-88.9% | $6,065-87.4% | $12,624-93.9% |