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 | $99,678 | $177,572-43.9% | $154,803-35.6% | $142,382-30.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.59% | 65.07%-44.5pp | 58.88%-38.3pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,556 | $4,810-46.9% | $4,305-40.6% | $4,299-40.5% |
| Participant deferral / active EE | $8,530 | $6,272+36.0% | $5,540+53.9% | $6,507+31.1% |
| Admin fee / account holder | $3,153 | $16,786-81.2% | $14,329-78.0% | $12,624-75.0% |