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 | $43,157 | $159,602-73.0% | $150,045-71.2% | $142,382-69.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.71% | 70.24%-56.5pp | 62.55%-48.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $11,458 | $4,961+131.0% | $4,693+144.2% | $4,299+166.5% |
| Participant deferral / active EE | $4,175 | $8,310-49.8% | $7,997-47.8% | $6,507-35.8% |
| Admin fee / account holder | $308 | $14,846-97.9% | $13,435-97.7% | $12,624-97.6% |