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 | $47,543 | $179,726-73.5% | $156,263-69.6% | $142,382-66.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.53% | 77.86%-60.3pp | 59.47%-41.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,861 | $5,069-23.8% | $4,333-10.9% | $4,299-10.2% |
| Participant deferral / active EE | $4,721 | $6,956-32.1% | $6,158-23.3% | $6,507-27.4% |
| Admin fee / account holder | $7,207 | $17,272-58.3% | $14,255-49.4% | $12,624-42.9% |