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 | $31,352 | $159,901-80.4% | $146,958-78.7% | $145,922-78.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.87% | 98.13%-79.3pp | 418.34%-399.5pp | 561.29%-542.4pp |
| Employer contribution / active EE | $2,700 | $5,286-48.9% | $4,933-45.3% | $4,660-42.1% |
| Participant deferral / active EE | $8,938 | $8,428+6.0% | $8,070+10.8% | $6,688+33.6% |
| Admin fee / account holder | $2,666 | $15,044-82.3% | $12,998-79.5% | $13,397-80.1% |