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 | $22,113 | $172,111-87.2% | $150,298-85.3% | $137,256-83.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.18% | 69.37%-50.2pp | 62.79%-43.6pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,790 | $4,636-61.4% | $4,154-56.9% | $4,156-56.9% |
| Participant deferral / active EE | $5,982 | $6,166-3.0% | $5,453+9.7% | $6,407-6.6% |
| Admin fee / account holder | $2,152 | $16,471-86.9% | $14,116-84.8% | $12,270-82.5% |