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 | $20,179 | $159,602-87.4% | $150,045-86.6% | $142,382-85.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.35% | 70.24%-52.9pp | 62.55%-45.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $3,494 | $4,961-29.6% | $4,693-25.6% | $4,299-18.7% |
| Participant deferral / active EE | $4,086 | $8,310-50.8% | $7,997-48.9% | $6,507-37.2% |
| Admin fee / account holder | $4,163 | $14,846-72.0% | $13,435-69.0% | $12,624-67.0% |