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 5-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 | $23,236 | $159,602-85.4% | $150,045-84.5% | $142,382-83.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.51% | 70.24%-57.7pp | 62.55%-50.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,087 | $4,961-57.9% | $4,693-55.5% | $4,299-51.5% |
| Participant deferral / active EE | $3,692 | $8,310-55.6% | $7,997-53.8% | $6,507-43.3% |
| Admin fee / account holder | $6,498 | $14,846-56.2% | $13,435-51.6% | $12,624-48.5% |