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 | $43,282 | $154,228-71.9% | $145,433-70.2% | $137,256-68.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 34.98% | 74.59%-39.6pp | 66.58%-31.6pp | 220.34%-185.4pp |
| Employer contribution / active EE | $2,792 | $4,804-41.9% | $4,554-38.7% | $4,156-32.8% |
| Participant deferral / active EE | $13,365 | $8,216+62.7% | $7,897+69.2% | $6,407+108.6% |
| Admin fee / account holder | $350 | $14,344-97.6% | $13,129-97.3% | $12,270-97.2% |