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 | $30,208 | $159,602-81.1% | $150,045-79.9% | $142,382-78.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.62% | 70.24%-54.6pp | 62.55%-46.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,964 | $4,961-60.4% | $4,693-58.1% | $4,299-54.3% |
| Participant deferral / active EE | $6,306 | $8,310-24.1% | $7,997-21.1% | $6,507-3.1% |
| Admin fee / account holder | $1,211 | $14,846-91.8% | $13,435-91.0% | $12,624-90.4% |