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 8-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 | $48,847 | $124,281-60.7% | $109,143-55.2% | $167,490-70.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.19% | 26.04%-15.8pp | 25.75%-15.6pp | 478.56%-468.4pp |
| Employer contribution / active EE | $1,213 | $4,207-71.2% | $3,722-67.4% | $4,837-74.9% |
| Participant deferral / active EE | $4,477 | $5,255-14.8% | $4,653-3.8% | $6,341-29.4% |
| Admin fee / account holder | $483 | $7,970-93.9% | $6,752-92.9% | $12,309-96.1% |