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 | $37,781 | $69,207-45.4% | $64,056-41.0% | $139,434-72.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.52% | 45.88%-27.4pp | 33.69%-15.2pp | 372.94%-354.4pp |
| Employer contribution / active EE | $1,703 | $3,182-46.5% | $2,747-38.0% | $4,751-64.2% |
| Participant deferral / active EE | $1,703 | $4,682-63.6% | $3,880-56.1% | $6,710-74.6% |
| Admin fee / account holder | $599 | $4,244-85.9% | $3,068-80.5% | $11,403-94.7% |