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 | $48,681 | $112,729-56.8% | $98,716-50.7% | $137,256-64.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.53% | 38.48%-20.0pp | 31.81%-13.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,996 | $2,725-26.8% | $2,279-12.4% | $4,156-52.0% |
| Participant deferral / active EE | $4,492 | $4,640-3.2% | $4,048+11.0% | $6,407-29.9% |
| Admin fee / account holder | $887 | $10,129-91.2% | $8,703-89.8% | $12,270-92.8% |