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 | $22,513 | $159,602-85.9% | $150,045-85.0% | $142,382-84.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.39% | 70.24%-48.9pp | 62.55%-41.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $3,480 | $4,961-29.9% | $4,693-25.9% | $4,299-19.1% |
| Participant deferral / active EE | $3,994 | $8,310-51.9% | $7,997-50.1% | $6,507-38.6% |
| Admin fee / account holder | $510 | $14,846-96.6% | $13,435-96.2% | $12,624-96.0% |