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 | $18,022 | $159,934-88.7% | $147,005-87.7% | $145,959-87.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.51% | 98.24%-87.7pp | 418.76%-408.3pp | 561.95%-551.4pp |
| Employer contribution / active EE | $3,081 | $5,287-41.7% | $4,934-37.6% | $4,661-33.9% |
| Participant deferral / active EE | $3,081 | $8,427-63.4% | $8,070-61.8% | $6,689-53.9% |
| Admin fee / account holder | $5,876 | $15,053-61.0% | $13,006-54.8% | $13,398-56.1% |