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 | $24,172 | $161,352-85.0% | $134,172-82.0% | $137,256-82.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 38.50% | 28.72%+9.8pp | 25.30%+13.2pp | 220.34%-181.8pp |
| Employer contribution / active EE | $2,634 | $4,099-35.7% | $3,420-23.0% | $4,156-36.6% |
| Participant deferral / active EE | $5,031 | $5,552-9.4% | $4,690+7.3% | $6,407-21.5% |
| Admin fee / account holder | $581 | $15,028-96.1% | $12,016-95.2% | $12,270-95.3% |