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 | $26,466 | $173,345-84.7% | $136,007-80.5% | $145,922-81.9% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.85% | 1163.32%-1154.5pp | 579.32%-570.5pp | 561.29%-552.4pp |
| Employer contribution / active EE | $2,540 | $5,278-51.9% | $4,217-39.8% | $4,660-45.5% |
| Participant deferral / active EE | $8,755 | $8,699+0.6% | $7,025+24.6% | $6,688+30.9% |
| Admin fee / account holder | $538 | $9,954-94.6% | $6,858-92.2% | $13,397-96.0% |