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 | $31,535 | $114,381-72.4% | $107,525-70.7% | $142,382-77.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.72% | 242.71%-221.0pp | 181.32%-159.6pp | 217.08%-195.4pp |
| Employer contribution / active EE | $5,452 | $4,015+35.8% | $3,754+45.2% | $4,299+26.8% |
| Participant deferral / active EE | $8,203 | $5,564+47.4% | $5,116+60.4% | $6,507+26.1% |
| Admin fee / account holder | $924 | $9,860-90.6% | $8,919-89.6% | $12,624-92.7% |