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 | $36,640 | $177,572-79.4% | $154,803-76.3% | $142,382-74.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 376.24% | 65.07%+311.2pp | 58.88%+317.4pp | 217.08%+159.2pp |
| Employer contribution / active EE | $1,693 | $4,810-64.8% | $4,305-60.7% | $4,299-60.6% |
| Participant deferral / active EE | $4,904 | $6,272-21.8% | $5,540-11.5% | $6,507-24.6% |
| Admin fee / account holder | $682 | $16,786-95.9% | $14,329-95.2% | $12,624-94.6% |