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 | $39,689 | $183,592-78.4% | $155,567-74.5% | $145,959-72.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.57% | 61.24%-46.7pp | 64.74%-50.2pp | 561.95%-547.4pp |
| Employer contribution / active EE | $3,807 | $5,315-28.4% | $4,674-18.5% | $4,661-18.3% |
| Participant deferral / active EE | $6,481 | $6,464+0.3% | $5,628+15.2% | $6,689-3.1% |
| Admin fee / account holder | $2,058 | $19,318-89.3% | $15,916-87.1% | $13,398-84.6% |