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 | $12,347 | $97,125-87.3% | $86,233-85.7% | $137,256-91.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.20% | 74.19%-58.0pp | 61.39%-45.2pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,967 | $2,841+4.4% | $2,504+18.5% | $4,156-28.6% |
| Participant deferral / active EE | $3,488 | $5,180-32.7% | $4,559-23.5% | $6,407-45.6% |
| Admin fee / account holder | $5,652 | $9,725-41.9% | $8,342-32.3% | $12,270-53.9% |