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 | $41,015 | $159,602-74.3% | $150,045-72.7% | $142,382-71.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.87% | 70.24%-49.4pp | 62.55%-41.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,858 | $4,961-42.4% | $4,693-39.1% | $4,299-33.5% |
| Participant deferral / active EE | $12,335 | $8,310+48.4% | $7,997+54.2% | $6,507+89.6% |
| Admin fee / account holder | $404 | $14,846-97.3% | $13,435-97.0% | $12,624-96.8% |