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 | $37,348 | $214,378-82.6% | $200,582-81.4% | $142,382-73.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.42% | 46.41%-27.0pp | 42.33%-22.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $4,500 | $6,841-34.2% | $6,419-29.9% | $4,299+4.7% |
| Participant deferral / active EE | $6,250 | $9,865-36.6% | $9,331-33.0% | $6,507-4.0% |
| Admin fee / account holder | $6,003 | $17,692-66.1% | $16,305-63.2% | $12,624-52.4% |