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 6-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 | $47,106 | $159,602-70.5% | $150,045-68.6% | $142,382-66.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.84% | 70.24%-51.4pp | 62.55%-43.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,744 | $4,961-24.5% | $4,693-20.2% | $4,299-12.9% |
| Participant deferral / active EE | $10,048 | $8,310+20.9% | $7,997+25.6% | $6,507+54.4% |
| Admin fee / account holder | $724 | $14,846-95.1% | $13,435-94.6% | $12,624-94.3% |