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 3-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 | $21,096 | $72,071-70.7% | $68,368-69.1% | $137,256-84.6% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 17.32% | 353.14%-335.8pp | 292.57%-275.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $4,172 | $2,788+49.6% | $2,649+57.5% | $4,156+0.4% |
| Participant deferral / active EE | $7,236 | $4,410+64.1% | $4,123+75.5% | $6,407+12.9% |
| Admin fee / account holder | $12,921 | $5,336+142.2% | $5,150+150.9% | $12,270+5.3% |