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 5-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 | $64,544 | $117,983-45.3% | $101,794-36.6% | $142,382-54.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.07% | 36.92%-22.8pp | 30.53%-16.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $4,406 | $2,773+58.9% | $2,289+92.5% | $4,299+2.5% |
| Participant deferral / active EE | $7,323 | $4,714+55.4% | $4,084+79.3% | $6,507+12.5% |
| Admin fee / account holder | $3,310 | $10,433-68.3% | $8,777-62.3% | $12,624-73.8% |