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 | $39,645 | $154,228-74.3% | $145,433-72.7% | $137,256-71.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 29.30% | 74.59%-45.3pp | 66.58%-37.3pp | 220.34%-191.0pp |
| Employer contribution / active EE | $4,279 | $4,804-10.9% | $4,554-6.0% | $4,156+3.0% |
| Participant deferral / active EE | $7,621 | $8,216-7.2% | $7,897-3.5% | $6,407+18.9% |
| Admin fee / account holder | $994 | $14,344-93.1% | $13,129-92.4% | $12,270-91.9% |