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 | $30,020 | $210,648-85.7% | $177,989-83.1% | $145,922-79.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.41% | 385.86%-375.5pp | 294.48%-284.1pp | 561.29%-550.9pp |
| Employer contribution / active EE | $3,192 | $4,565-30.1% | $3,949-19.2% | $4,660-31.5% |
| Participant deferral / active EE | $5,638 | $6,958-19.0% | $6,276-10.2% | $6,688-15.7% |
| Admin fee / account holder | $1,873 | $12,013-84.4% | $10,363-81.9% | $13,397-86.0% |