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 | $46,595 | $175,202-73.4% | $149,673-68.9% | $139,434-66.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.86% | 166.71%-153.9pp | 134.42%-121.6pp | 372.94%-360.1pp |
| Employer contribution / active EE | $2,640 | $5,474-51.8% | $4,818-45.2% | $4,751-44.4% |
| Participant deferral / active EE | $4,500 | $6,519-31.0% | $5,680-20.8% | $6,710-32.9% |
| Admin fee / account holder | $459 | $16,150-97.2% | $13,210-96.5% | $11,403-96.0% |