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 3-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 | $42,436 | $210,698-79.9% | $178,014-76.2% | $145,959-70.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.08% | 386.27%-373.2pp | 294.80%-281.7pp | 561.95%-548.9pp |
| Employer contribution / active EE | $1,030 | $4,567-77.4% | $3,950-73.9% | $4,661-77.9% |
| Participant deferral / active EE | $2,505 | $6,958-64.0% | $6,276-60.1% | $6,689-62.5% |
| Admin fee / account holder | $1,457 | $12,016-87.9% | $10,362-85.9% | $13,398-89.1% |