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 | $42,029 | $100,970-58.4% | $96,576-56.5% | $137,256-69.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 22.62% | 38.16%-15.5pp | 38.47%-15.9pp | 220.34%-197.7pp |
| Employer contribution / active EE | $4,039 | $3,809+6.0% | $3,553+13.7% | $4,156-2.8% |
| Participant deferral / active EE | $9,964 | $8,286+20.2% | $7,956+25.2% | $6,407+55.5% |
| Admin fee / account holder | $4,059 | $11,312-64.1% | $11,381-64.3% | $12,270-66.9% |