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 | $48,458 | $178,174-72.8% | $156,181-69.0% | $137,256-64.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.80% | 84.19%-65.4pp | 64.87%-46.1pp | 220.34%-201.5pp |
| Employer contribution / active EE | $3,147 | $4,972-36.7% | $4,294-26.7% | $4,156-24.3% |
| Participant deferral / active EE | $8,500 | $6,888+23.4% | $6,132+38.6% | $6,407+32.7% |
| Admin fee / account holder | $699 | $17,404-96.0% | $14,586-95.2% | $12,270-94.3% |