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 | $47,502 | $209,336-77.3% | $197,124-75.9% | $137,256-65.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 30.68% | 48.09%-17.4pp | 44.34%-13.7pp | 220.34%-189.7pp |
| Employer contribution / active EE | $2,842 | $6,591-56.9% | $6,227-54.4% | $4,156-31.6% |
| Participant deferral / active EE | $7,661 | $9,614-20.3% | $9,135-16.1% | $6,407+19.6% |
| Admin fee / account holder | $2,786 | $17,308-83.9% | $16,298-82.9% | $12,270-77.3% |