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 | $23,880 | $114,381-79.1% | $107,525-77.8% | $142,382-83.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.99% | 242.71%-222.7pp | 181.32%-161.3pp | 217.08%-197.1pp |
| Employer contribution / active EE | $4,387 | $4,015+9.3% | $3,754+16.9% | $4,299+2.1% |
| Participant deferral / active EE | $9,461 | $5,564+70.0% | $5,116+84.9% | $6,507+45.4% |
| Admin fee / account holder | $1,098 | $9,860-88.9% | $8,919-87.7% | $12,624-91.3% |