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 | $24,049 | $179,726-86.6% | $156,263-84.6% | $142,382-83.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.22% | 77.86%-66.6pp | 59.47%-48.2pp | 217.08%-205.9pp |
| Employer contribution / active EE | $2,546 | $5,069-49.8% | $4,333-41.2% | $4,299-40.8% |
| Participant deferral / active EE | $2,662 | $6,956-61.7% | $6,158-56.8% | $6,507-59.1% |
| Admin fee / account holder | $3,353 | $17,272-80.6% | $14,255-76.5% | $12,624-73.4% |