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 | $51,276 | $100,970-49.2% | $96,576-46.9% | $137,256-62.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 23.98% | 38.16%-14.2pp | 38.47%-14.5pp | 220.34%-196.4pp |
| Employer contribution / active EE | $7,704 | $3,809+102.2% | $3,553+116.8% | $4,156+85.4% |
| Participant deferral / active EE | $9,625 | $8,286+16.2% | $7,956+21.0% | $6,407+50.2% |
| Admin fee / account holder | $1,152 | $11,312-89.8% | $11,381-89.9% | $12,270-90.6% |