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 | $53,076 | $112,729-52.9% | $98,716-46.2% | $137,256-61.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 15.43% | 38.48%-23.0pp | 31.81%-16.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,388 | $2,725-12.4% | $2,279+4.8% | $4,156-42.5% |
| Participant deferral / active EE | $9,710 | $4,640+109.3% | $4,048+139.9% | $6,407+51.6% |
| Admin fee / account holder | $488 | $10,129-95.2% | $8,703-94.4% | $12,270-96.0% |