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 3-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 | $44,709 | $104,974-57.4% | $95,585-53.2% | $142,382-68.6% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 33.50% | 210.33%-176.8pp | 38.56%-5.1pp | 217.08%-183.6pp |
| Employer contribution / active EE | $5,320 | $2,779+91.5% | $2,527+110.6% | $4,299+23.7% |
| Participant deferral / active EE | $8,840 | $4,352+103.1% | $4,023+119.8% | $6,507+35.8% |
| Admin fee / account holder | $503 | $6,386-92.1% | $6,127-91.8% | $12,624-96.0% |