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 | $20,980 | $158,398-86.8% | $126,539-83.4% | $142,382-85.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 20.34% | 593.76%-573.4pp | 425.95%-405.6pp | 217.08%-196.7pp |
| Employer contribution / active EE | $3,092 | $4,650-33.5% | $3,674-15.8% | $4,299-28.1% |
| Participant deferral / active EE | $7,296 | $4,767+53.1% | $4,083+78.7% | $6,507+12.1% |
| Admin fee / account holder | $9,594 | $6,918+38.7% | $6,065+58.2% | $12,624-24.0% |