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 | $38,112 | $107,452-64.5% | $91,541-58.4% | $142,382-73.2% |
| Participation rate | 92.9% | 75.1%+17.8pp | 69.8%+23.1pp | 80.1%+12.7pp |
| Annual return | 22.03% | 22.06%0pp | 20.50%+1.5pp | 217.08%-195.0pp |
| Employer contribution / active EE | $4,680 | $2,994+56.3% | $2,505+86.9% | $4,299+8.9% |
| Participant deferral / active EE | $8,774 | $4,754+84.6% | $4,008+118.9% | $6,507+34.8% |
| Admin fee / account holder | $990 | $8,834-88.8% | $6,956-85.8% | $12,624-92.2% |