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 | $34,084 | $112,729-69.8% | $98,716-65.5% | $137,256-75.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.79% | 38.48%-19.7pp | 31.81%-13.0pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,178 | $2,725-20.1% | $2,279-4.4% | $4,156-47.6% |
| Participant deferral / active EE | $12,319 | $4,640+165.5% | $4,048+204.3% | $6,407+92.3% |
| Admin fee / account holder | $600 | $10,129-94.1% | $8,703-93.1% | $12,270-95.1% |