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 | $23,638 | $158,398-85.1% | $126,539-81.3% | $142,382-83.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 27.84% | 593.76%-565.9pp | 425.95%-398.1pp | 217.08%-189.2pp |
| Employer contribution / active EE | $3,823 | $4,650-17.8% | $3,674+4.1% | $4,299-11.1% |
| Participant deferral / active EE | $4,881 | $4,767+2.4% | $4,083+19.5% | $6,507-25.0% |
| Admin fee / account holder | $433 | $6,918-93.7% | $6,065-92.9% | $12,624-96.6% |