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 | $6,256 | $158,398-96.1% | $126,539-95.1% | $142,382-95.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.80% | 593.76%-582.0pp | 425.95%-414.1pp | 217.08%-205.3pp |
| Employer contribution / active EE | $2,327 | $4,650-50.0% | $3,674-36.7% | $4,299-45.9% |
| Participant deferral / active EE | $1,513 | $4,767-68.3% | $4,083-62.9% | $6,507-76.7% |
| Admin fee / account holder | $2,422 | $6,918-65.0% | $6,065-60.1% | $12,624-80.8% |