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 | $28,651 | $106,515-73.1% | $96,683-70.4% | $139,434-79.5% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 21.60% | 38.43%-16.8pp | 35.69%-14.1pp | 372.94%-351.3pp |
| Employer contribution / active EE | $3,153 | $4,103-23.2% | $3,737-15.6% | $4,751-33.6% |
| Participant deferral / active EE | $7,258 | $5,454+33.1% | $4,878+48.8% | $6,710+8.2% |
| Admin fee / account holder | $414 | $7,877-94.7% | $6,730-93.9% | $11,403-96.4% |