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 | $32,410 | $177,572-81.7% | $154,803-79.1% | $142,382-77.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 67.13% | 65.07%+2.1pp | 58.88%+8.2pp | 217.08%-149.9pp |
| Employer contribution / active EE | $2,968 | $4,810-38.3% | $4,305-31.1% | $4,299-31.0% |
| Participant deferral / active EE | $4,486 | $6,272-28.5% | $5,540-19.0% | $6,507-31.1% |
| Admin fee / account holder | $833 | $16,786-95.0% | $14,329-94.2% | $12,624-93.4% |