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 | $40,179 | $112,729-64.4% | $98,716-59.3% | $137,256-70.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 21.24% | 38.48%-17.2pp | 31.81%-10.6pp | 220.34%-199.1pp |
| Employer contribution / active EE | $4,462 | $2,725+63.7% | $2,279+95.8% | $4,156+7.4% |
| Participant deferral / active EE | $8,397 | $4,640+81.0% | $4,048+107.5% | $6,407+31.1% |
| Admin fee / account holder | $4,425 | $10,129-56.3% | $8,703-49.2% | $12,270-63.9% |