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 | $22,478 | $177,572-87.3% | $154,803-85.5% | $142,382-84.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 40.20% | 65.07%-24.9pp | 58.88%-18.7pp | 217.08%-176.9pp |
| Employer contribution / active EE | $7,988 | $4,810+66.1% | $4,305+85.5% | $4,299+85.8% |
| Participant deferral / active EE | $5,241 | $6,272-16.4% | $5,540-5.4% | $6,507-19.5% |
| Admin fee / account holder | $570 | $16,786-96.6% | $14,329-96.0% | $12,624-95.5% |