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 | $42,016 | $183,519-77.1% | $155,509-73.0% | $145,922-71.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.66% | 61.17%-43.5pp | 64.67%-47.0pp | 561.29%-543.6pp |
| Employer contribution / active EE | $3,728 | $5,313-29.8% | $4,672-20.2% | $4,660-20.0% |
| Participant deferral / active EE | $8,047 | $6,462+24.5% | $5,626+43.0% | $6,688+20.3% |
| Admin fee / account holder | $5,503 | $19,313-71.5% | $15,912-65.4% | $13,397-58.9% |