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 | $50,387 | $209,336-75.9% | $197,124-74.4% | $137,256-63.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.09% | 48.09%-33.0pp | 44.34%-29.3pp | 220.34%-205.3pp |
| Employer contribution / active EE | $3,353 | $6,591-49.1% | $6,227-46.2% | $4,156-19.3% |
| Participant deferral / active EE | $4,332 | $9,614-54.9% | $9,135-52.6% | $6,407-32.4% |
| Admin fee / account holder | $11,881 | $17,308-31.4% | $16,298-27.1% | $12,270-3.2% |