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 | $53,809 | $180,749-70.2% | $160,784-66.5% | $137,256-60.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 20.05% | 2234.46%-2214.4pp | 1803.92%-1783.9pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,698 | $4,155-35.1% | $3,733-27.7% | $4,156-35.1% |
| Participant deferral / active EE | $8,046 | $6,844+17.6% | $6,293+27.9% | $6,407+25.6% |
| Admin fee / account holder | $316 | $10,397-97.0% | $9,717-96.7% | $12,270-97.4% |