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 | $117,983-58.7% | $101,794-52.2% | $142,382-65.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.53% | 36.92%-18.4pp | 30.53%-12.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,996 | $2,773-28.0% | $2,289-12.8% | $4,299-53.6% |
| Participant deferral / active EE | $4,492 | $4,714-4.7% | $4,084+10.0% | $6,507-31.0% |
| Admin fee / account holder | $887 | $10,433-91.5% | $8,777-89.9% | $12,624-93.0% |