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 | $112,398 | $209,336-46.3% | $197,124-43.0% | $137,256-18.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.80% | 48.09%-26.3pp | 44.34%-22.5pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,594 | $6,591-60.6% | $6,227-58.3% | $4,156-37.6% |
| Participant deferral / active EE | $24,967 | $9,614+159.7% | $9,135+173.3% | $6,407+289.7% |
| Admin fee / account holder | $738 | $17,308-95.7% | $16,298-95.5% | $12,270-94.0% |