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 | $27,773 | $111,535-75.1% | $105,223-73.6% | $137,256-79.8% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 80.0%+11.7pp |
| Annual return | 21.22% | 237.85%-216.6pp | 180.65%-159.4pp | 220.34%-199.1pp |
| Employer contribution / active EE | $4,056 | $3,939+3.0% | $3,689+10.0% | $4,156-2.4% |
| Participant deferral / active EE | $8,785 | $5,500+59.7% | $5,072+73.2% | $6,407+37.1% |
| Admin fee / account holder | $610 | $9,721-93.7% | $8,859-93.1% | $12,270-95.0% |