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 | $28,577 | $111,754-74.4% | $103,333-72.3% | $145,922-80.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 22.37% | 24.77%-2.4pp | 24.88%-2.5pp | 561.29%-538.9pp |
| Employer contribution / active EE | $2,716 | $4,212-35.5% | $3,868-29.8% | $4,660-41.7% |
| Participant deferral / active EE | $7,747 | $5,619+37.9% | $5,057+53.2% | $6,688+15.8% |
| Admin fee / account holder | $536 | $9,750-94.5% | $8,355-93.6% | $13,397-96.0% |