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 | $39,612 | $117,859-66.4% | $102,438-61.3% | $145,959-72.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.24% | 31.72%-20.5pp | 29.37%-18.1pp | 561.95%-550.7pp |
| Employer contribution / active EE | $2,431 | $3,615-32.7% | $3,024-19.6% | $4,661-47.8% |
| Participant deferral / active EE | $5,297 | $5,732-7.6% | $5,054+4.8% | $6,689-20.8% |
| Admin fee / account holder | $727 | $13,318-94.5% | $9,448-92.3% | $13,398-94.6% |