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 | $29,742 | $180,749-83.5% | $160,784-81.5% | $137,256-78.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 21.42% | 2234.46%-2213.0pp | 1803.92%-1782.5pp | 220.34%-198.9pp |
| Employer contribution / active EE | $3,667 | $4,155-11.8% | $3,733-1.8% | $4,156-11.8% |
| Participant deferral / active EE | $9,395 | $6,844+37.3% | $6,293+49.3% | $6,407+46.6% |
| Admin fee / account holder | $7,712 | $10,397-25.8% | $9,717-20.6% | $12,270-37.2% |