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 3-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 | $51,264 | $177,572-71.1% | $154,803-66.9% | $142,382-64.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.06% | 65.07%-47.0pp | 58.88%-40.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $3,050 | $4,810-36.6% | $4,305-29.2% | $4,299-29.1% |
| Participant deferral / active EE | $8,440 | $6,272+34.6% | $5,540+52.3% | $6,507+29.7% |
| Admin fee / account holder | $27,642 | $16,786+64.7% | $14,329+92.9% | $12,624+119.0% |