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 | $14,961 | $210,648-92.9% | $177,989-91.6% | $145,922-89.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.79% | 385.86%-369.1pp | 294.48%-277.7pp | 561.29%-544.5pp |
| Employer contribution / active EE | $2,041 | $4,565-55.3% | $3,949-48.3% | $4,660-56.2% |
| Participant deferral / active EE | $6,079 | $6,958-12.6% | $6,276-3.1% | $6,688-9.1% |
| Admin fee / account holder | $988 | $12,013-91.8% | $10,363-90.5% | $13,397-92.6% |