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 | $31,637 | $172,111-81.6% | $150,298-79.0% | $137,256-77.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.36% | 69.37%-48.0pp | 62.79%-41.4pp | 220.34%-199.0pp |
| Employer contribution / active EE | $3,226 | $4,636-30.4% | $4,154-22.3% | $4,156-22.4% |
| Participant deferral / active EE | $1,708 | $6,166-72.3% | $5,453-68.7% | $6,407-73.3% |
| Admin fee / account holder | $4,295 | $16,471-73.9% | $14,116-69.6% | $12,270-65.0% |