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 | $50,308 | $159,602-68.5% | $150,045-66.5% | $142,382-64.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.69% | 70.24%-55.6pp | 62.55%-47.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $6,750 | $4,961+36.1% | $4,693+43.8% | $4,299+57.0% |
| Participant deferral / active EE | $6,750 | $8,310-18.8% | $7,997-15.6% | $6,507+3.7% |
| Admin fee / account holder | $38,234 | $14,846+157.5% | $13,435+184.6% | $12,624+202.9% |