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 | $50,090 | $172,478-71.0% | $145,661-65.6% | $142,382-64.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 24.03% | 151.09%-127.1pp | 101.46%-77.4pp | 217.08%-193.0pp |
| Employer contribution / active EE | $3,729 | $4,899-23.9% | $4,238-12.0% | $4,299-13.3% |
| Participant deferral / active EE | $8,943 | $8,348+7.1% | $7,198+24.2% | $6,507+37.4% |
| Admin fee / account holder | $10,758 | $16,864-36.2% | $12,466-13.7% | $12,624-14.8% |