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 | $33,948 | $111,754-69.6% | $103,333-67.1% | $145,922-76.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.55% | 24.77%-12.2pp | 24.88%-12.3pp | 561.29%-548.7pp |
| Employer contribution / active EE | $7,285 | $4,212+72.9% | $3,868+88.3% | $4,660+56.3% |
| Participant deferral / active EE | $17,994 | $5,619+220.3% | $5,057+255.8% | $6,688+169.1% |
| Admin fee / account holder | $1,848 | $9,750-81.0% | $8,355-77.9% | $13,397-86.2% |