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 | $47,314 | $201,272-76.5% | $184,203-74.3% | $145,922-67.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.26% | 29.00%-11.7pp | 28.81%-11.6pp | 561.29%-544.0pp |
| Employer contribution / active EE | $4,186 | $7,022-40.4% | $6,427-34.9% | $4,660-10.2% |
| Participant deferral / active EE | $8,565 | $9,806-12.6% | $9,131-6.2% | $6,688+28.1% |
| Admin fee / account holder | $1,149 | $16,364-93.0% | $13,901-91.7% | $13,397-91.4% |