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 | $27,260 | $159,602-82.9% | $150,045-81.8% | $142,382-80.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.02% | 70.24%-46.2pp | 62.55%-38.5pp | 217.08%-193.1pp |
| Employer contribution / active EE | $3,031 | $4,961-38.9% | $4,693-35.4% | $4,299-29.5% |
| Participant deferral / active EE | $6,173 | $8,310-25.7% | $7,997-22.8% | $6,507-5.1% |
| Admin fee / account holder | $479 | $14,846-96.8% | $13,435-96.4% | $12,624-96.2% |