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 | $26,572 | $180,749-85.3% | $160,784-83.5% | $137,256-80.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 21.35% | 2234.46%-2213.1pp | 1803.92%-1782.6pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,151 | $4,155-72.3% | $3,733-69.2% | $4,156-72.3% |
| Participant deferral / active EE | $4,087 | $6,844-40.3% | $6,293-35.1% | $6,407-36.2% |
| Admin fee / account holder | $1,068 | $10,397-89.7% | $9,717-89.0% | $12,270-91.3% |