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 | $44,383 | $209,336-78.8% | $197,124-77.5% | $137,256-67.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 100.64% | 48.09%+52.6pp | 44.34%+56.3pp | 220.34%-119.7pp |
| Employer contribution / active EE | $1,582 | $6,591-76.0% | $6,227-74.6% | $4,156-61.9% |
| Participant deferral / active EE | $7,678 | $9,614-20.1% | $9,135-15.9% | $6,407+19.8% |
| Admin fee / account holder | $403 | $17,308-97.7% | $16,298-97.5% | $12,270-96.7% |