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 | $33,837 | $214,378-84.2% | $200,582-83.1% | $142,382-76.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.06% | 46.41%-26.3pp | 42.33%-22.3pp | 217.08%-197.0pp |
| Employer contribution / active EE | $3,293 | $6,841-51.9% | $6,419-48.7% | $4,299-23.4% |
| Participant deferral / active EE | $3,410 | $9,865-65.4% | $9,331-63.5% | $6,507-47.6% |
| Admin fee / account holder | $407 | $17,692-97.7% | $16,305-97.5% | $12,624-96.8% |