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 | $44,528 | $159,901-72.2% | $146,958-69.7% | $145,922-69.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.39% | 98.13%-80.7pp | 418.34%-400.9pp | 561.29%-543.9pp |
| Employer contribution / active EE | $1,937 | $5,286-63.4% | $4,933-60.7% | $4,660-58.4% |
| Participant deferral / active EE | $7,487 | $8,428-11.2% | $8,070-7.2% | $6,688+11.9% |
| Admin fee / account holder | $2,198 | $15,044-85.4% | $12,998-83.1% | $13,397-83.6% |