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 | $159,901-88.7% | $146,958-87.7% | $145,922-87.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.51% | 98.13%-87.6pp | 418.34%-407.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $3,081 | $5,286-41.7% | $4,933-37.5% | $4,660-33.9% |
| Participant deferral / active EE | $3,081 | $8,428-63.4% | $8,070-61.8% | $6,688-53.9% |
| Admin fee / account holder | $5,876 | $15,044-60.9% | $12,998-54.8% | $13,397-56.1% |