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 | $40,111 | $127,065-68.4% | $113,168-64.6% | $142,382-71.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 19.32% | 24.03%-4.7pp | 24.27%-4.9pp | 217.08%-197.8pp |
| Employer contribution / active EE | $3,915 | $3,442+13.7% | $2,975+31.6% | $4,299-8.9% |
| Participant deferral / active EE | $8,185 | $5,716+43.2% | $5,107+60.3% | $6,507+25.8% |
| Admin fee / account holder | $2,445 | $15,736-84.5% | $12,068-79.7% | $12,624-80.6% |