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 | $27,428 | $209,336-86.9% | $197,124-86.1% | $137,256-80.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.52% | 48.09%-26.6pp | 44.34%-22.8pp | 220.34%-198.8pp |
| Employer contribution / active EE | $5,084 | $6,591-22.9% | $6,227-18.4% | $4,156+22.3% |
| Participant deferral / active EE | $8,518 | $9,614-11.4% | $9,135-6.8% | $6,407+32.9% |
| Admin fee / account holder | $376 | $17,308-97.8% | $16,298-97.7% | $12,270-96.9% |