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 | $32,937 | $106,515-69.1% | $96,683-65.9% | $139,434-76.4% |
| Participation rate | 94.1% | 77.8%+16.3pp | 74.3%+19.8pp | 80.3%+13.8pp |
| Annual return | 18.93% | 38.43%-19.5pp | 35.69%-16.8pp | 372.94%-354.0pp |
| Employer contribution / active EE | $18,882 | $4,103+360.2% | $3,737+405.3% | $4,751+297.4% |
| Participant deferral / active EE | $3,421 | $5,454-37.3% | $4,878-29.9% | $6,710-49.0% |
| Admin fee / account holder | $304 | $7,877-96.1% | $6,730-95.5% | $11,403-97.3% |