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 | $36,010 | $102,245-64.8% | $89,340-59.7% | $137,256-73.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 41.10% | 21.89%+19.2pp | 20.57%+20.5pp | 220.34%-179.2pp |
| Employer contribution / active EE | $6,378 | $2,529+152.2% | $2,231+185.8% | $4,156+53.5% |
| Participant deferral / active EE | $6,378 | $4,436+43.8% | $3,823+66.8% | $6,407-0.4% |
| Admin fee / account holder | $3,163 | $8,085-60.9% | $6,704-52.8% | $12,270-74.2% |