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 | $27,704 | $172,111-83.9% | $150,298-81.6% | $137,256-79.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.93% | 69.37%-49.4pp | 62.79%-42.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $3,466 | $4,636-25.2% | $4,154-16.6% | $4,156-16.6% |
| Participant deferral / active EE | $13,776 | $6,166+123.4% | $5,453+152.6% | $6,407+115.0% |
| Admin fee / account holder | $2,727 | $16,471-83.4% | $14,116-80.7% | $12,270-77.8% |