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 | $24,299 | $159,901-84.8% | $146,958-83.5% | $145,922-83.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 10.76% | 98.13%-87.4pp | 418.34%-407.6pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,820 | $5,286-65.6% | $4,933-63.1% | $4,660-60.9% |
| Participant deferral / active EE | $5,498 | $8,428-34.8% | $8,070-31.9% | $6,688-17.8% |
| Admin fee / account holder | $557 | $15,044-96.3% | $12,998-95.7% | $13,397-95.8% |