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 | $172,111-42.1% | $150,298-33.7% | $137,256-27.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.59% | 69.37%-48.8pp | 62.79%-42.2pp | 220.34%-199.8pp |
| Employer contribution / active EE | $2,556 | $4,636-44.9% | $4,154-38.5% | $4,156-38.5% |
| Participant deferral / active EE | $8,530 | $6,166+38.3% | $5,453+56.4% | $6,407+33.1% |
| Admin fee / account holder | $3,153 | $16,471-80.9% | $14,116-77.7% | $12,270-74.3% |