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 | $94,097 | $210,698-55.3% | $178,014-47.1% | $145,959-35.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.08% | 386.27%-374.2pp | 294.80%-282.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $3,017 | $4,567-33.9% | $3,950-23.6% | $4,661-35.3% |
| Participant deferral / active EE | $4,574 | $6,958-34.3% | $6,276-27.1% | $6,689-31.6% |
| Admin fee / account holder | $2,250 | $12,016-81.3% | $10,362-78.3% | $13,398-83.2% |