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 4-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 | $22,216 | $157,256-85.9% | $141,162-84.3% | $152,861-85.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 57.28% | 64.32%-7.0pp | 71.39%-14.1pp | 345.32%-288.0pp |
| Employer contribution / active EE | $2,290 | $5,261-56.5% | $4,735-51.6% | $4,762-51.9% |
| Participant deferral / active EE | $5,349 | $7,109-24.8% | $6,709-20.3% | $5,850-8.6% |
| Admin fee / account holder | $3,849 | $12,120-68.2% | $10,261-62.5% | $11,596-66.8% |