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 | $117,983-65.9% | $101,794-60.5% | $142,382-71.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.24% | 36.92%-15.7pp | 30.53%-9.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $4,462 | $2,773+60.9% | $2,289+95.0% | $4,299+3.8% |
| Participant deferral / active EE | $8,397 | $4,714+78.1% | $4,084+105.6% | $6,507+29.0% |
| Admin fee / account holder | $4,425 | $10,433-57.6% | $8,777-49.6% | $12,624-64.9% |