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 | $27,014 | $159,602-83.1% | $150,045-82.0% | $142,382-81.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.95% | 70.24%-53.3pp | 62.55%-45.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $4,018 | $4,961-19.0% | $4,693-14.4% | $4,299-6.5% |
| Participant deferral / active EE | $3,277 | $8,310-60.6% | $7,997-59.0% | $6,507-49.6% |
| Admin fee / account holder | $2,776 | $14,846-81.3% | $13,435-79.3% | $12,624-78.0% |