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 | $59,937 | $74,888-20.0% | $71,209-15.8% | $142,382-57.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 57.12% | 345.14%-288.0pp | 282.51%-225.4pp | 217.08%-160.0pp |
| Employer contribution / active EE | $486 | $2,854-83.0% | $2,721-82.1% | $4,299-88.7% |
| Participant deferral / active EE | $4,742 | $4,454+6.4% | $4,175+13.6% | $6,507-27.1% |
| Admin fee / account holder | $478 | $5,568-91.4% | $5,349-91.1% | $12,624-96.2% |