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 | $32,215 | $97,125-66.8% | $86,233-62.6% | $137,256-76.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.32% | 74.19%-55.9pp | 61.39%-43.1pp | 220.34%-202.0pp |
| Employer contribution / active EE | $4,473 | $2,841+57.4% | $2,504+78.6% | $4,156+7.6% |
| Participant deferral / active EE | $5,750 | $5,180+11.0% | $4,559+26.1% | $6,407-10.3% |
| Admin fee / account holder | $5,708 | $9,725-41.3% | $8,342-31.6% | $12,270-53.5% |