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 | $29,782 | $175,202-83.0% | $149,673-80.1% | $139,434-78.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 656.94% | 166.71%+490.2pp | 134.42%+522.5pp | 372.94%+284.0pp |
| Employer contribution / active EE | $1,902 | $5,474-65.2% | $4,818-60.5% | $4,751-60.0% |
| Participant deferral / active EE | $4,968 | $6,519-23.8% | $5,680-12.5% | $6,710-26.0% |
| Admin fee / account holder | $927 | $16,150-94.3% | $13,210-93.0% | $11,403-91.9% |