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 | $31,569 | $154,228-79.5% | $145,433-78.3% | $137,256-77.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 72.11% | 74.59%-2.5pp | 66.58%+5.5pp | 220.34%-148.2pp |
| Employer contribution / active EE | $3,183 | $4,804-33.8% | $4,554-30.1% | $4,156-23.4% |
| Participant deferral / active EE | $5,114 | $8,216-37.8% | $7,897-35.3% | $6,407-20.2% |
| Admin fee / account holder | $442 | $14,344-96.9% | $13,129-96.6% | $12,270-96.4% |