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 | $100,575 | $172,111-41.6% | $150,298-33.1% | $137,256-26.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.87% | 69.37%-54.5pp | 62.79%-47.9pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,241 | $4,636-51.7% | $4,154-46.1% | $4,156-46.1% |
| Participant deferral / active EE | $11,417 | $6,166+85.2% | $5,453+109.4% | $6,407+78.2% |
| Admin fee / account holder | $1,492 | $16,471-90.9% | $14,116-89.4% | $12,270-87.8% |