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 | $23,475 | $159,602-85.3% | $150,045-84.4% | $142,382-83.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.69% | 70.24%-52.5pp | 62.55%-44.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,600 | $4,961-27.4% | $4,693-23.3% | $4,299-16.3% |
| Participant deferral / active EE | $3,600 | $8,310-56.7% | $7,997-55.0% | $6,507-44.7% |
| Admin fee / account holder | $8,269 | $14,846-44.3% | $13,435-38.5% | $12,624-34.5% |