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 | $55,546 | $159,602-65.2% | $150,045-63.0% | $142,382-61.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.44% | 70.24%-48.8pp | 62.55%-41.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $3,307 | $4,961-33.3% | $4,693-29.5% | $4,299-23.1% |
| Participant deferral / active EE | $3,693 | $8,310-55.6% | $7,997-53.8% | $6,507-43.2% |
| Admin fee / account holder | $550 | $14,846-96.3% | $13,435-95.9% | $12,624-95.6% |