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 3-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 | $35,347 | $114,381-69.1% | $107,525-67.1% | $142,382-75.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 73.83% | 242.71%-168.9pp | 181.32%-107.5pp | 217.08%-143.2pp |
| Employer contribution / active EE | $2,266 | $4,015-43.6% | $3,754-39.6% | $4,299-47.3% |
| Participant deferral / active EE | $4,106 | $5,564-26.2% | $5,116-19.7% | $6,507-36.9% |
| Admin fee / account holder | $521 | $9,860-94.7% | $8,919-94.2% | $12,624-95.9% |