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 | $47,688 | $159,901-70.2% | $146,958-67.5% | $145,922-67.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.79% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,758 | $5,286-47.8% | $4,933-44.1% | $4,660-40.8% |
| Participant deferral / active EE | $10,449 | $8,428+24.0% | $8,070+29.5% | $6,688+56.2% |
| Admin fee / account holder | $591 | $15,044-96.1% | $12,998-95.5% | $13,397-95.6% |