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 | $23,921 | $159,602-85.0% | $150,045-84.1% | $142,382-83.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.93% | 70.24%-55.3pp | 62.55%-47.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,650 | $4,961-66.7% | $4,693-64.8% | $4,299-61.6% |
| Participant deferral / active EE | $14,375 | $8,310+73.0% | $7,997+79.8% | $6,507+120.9% |
| Admin fee / account holder | $14,521 | $14,846-2.2% | $13,435+8.1% | $12,624+15.0% |