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 | $21,255 | $177,572-88.0% | $154,803-86.3% | $142,382-85.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.25% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,710 | $4,810-43.7% | $4,305-37.0% | $4,299-37.0% |
| Participant deferral / active EE | $3,084 | $6,272-50.8% | $5,540-44.3% | $6,507-52.6% |
| Admin fee / account holder | $2,204 | $16,786-86.9% | $14,329-84.6% | $12,624-82.5% |