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 5-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 | $35,398 | $177,572-80.1% | $154,803-77.1% | $142,382-75.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 26.30% | 65.07%-38.8pp | 58.88%-32.6pp | 217.08%-190.8pp |
| Employer contribution / active EE | $1,747 | $4,810-63.7% | $4,305-59.4% | $4,299-59.4% |
| Participant deferral / active EE | $4,558 | $6,272-27.3% | $5,540-17.7% | $6,507-30.0% |
| Admin fee / account holder | $629 | $16,786-96.3% | $14,329-95.6% | $12,624-95.0% |