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 5-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 | $31,460 | $158,398-80.1% | $126,539-75.1% | $142,382-77.9% |
| Participation rate | 81.8% | 75.8%+6.0pp | 69.8%+12.0pp | 80.1%+1.7pp |
| Annual return | 21.62% | 593.76%-572.1pp | 425.95%-404.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $4,221 | $4,650-9.2% | $3,674+14.9% | $4,299-1.8% |
| Participant deferral / active EE | $11,447 | $4,767+140.1% | $4,083+180.4% | $6,507+75.9% |
| Admin fee / account holder | $390 | $6,918-94.4% | $6,065-93.6% | $12,624-96.9% |