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 | $41,782 | $166,020-74.8% | $164,866-74.7% | $145,959-71.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.84% | 100.08%-91.2pp | 69.97%-61.1pp | 561.95%-553.1pp |
| Employer contribution / active EE | $2,789 | $5,275-47.1% | $4,343-35.8% | $4,661-40.2% |
| Participant deferral / active EE | $10,120 | $6,961+45.4% | $6,033+67.7% | $6,689+51.3% |
| Admin fee / account holder | $3,671 | $16,644-77.9% | $12,689-71.1% | $13,398-72.6% |