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 8-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 | $41,473 | $82,882-50.0% | $127,761-67.5% | $72,985-43.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 79.0%+21.0pp | 69.5%+30.5pp |
| Annual return | 107.27% | 32.20%+75.1pp | 26.14%+81.1pp | 81.00%+26.3pp |
| Employer contribution / active EE | $9,308 | $3,346+178.1% | $4,574+103.5% | $2,440+281.5% |
| Participant deferral / active EE | $8,336 | $4,791+74.0% | $6,021+38.4% | $3,607+131.1% |
| Admin fee / account holder | $1,296 | $6,487-80.0% | $9,395-86.2% | $5,124-74.7% |