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 | $21,816 | $159,934-86.4% | $147,005-85.2% | $145,959-85.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.21% | 98.24%-79.0pp | 418.76%-399.6pp | 561.95%-542.7pp |
| Employer contribution / active EE | $4,692 | $5,287-11.3% | $4,934-4.9% | $4,661+0.7% |
| Participant deferral / active EE | $4,692 | $8,427-44.3% | $8,070-41.9% | $6,689-29.8% |
| Admin fee / account holder | $2,322 | $15,053-84.6% | $13,006-82.1% | $13,398-82.7% |