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 | $59,713 | $172,111-65.3% | $150,298-60.3% | $137,256-56.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.97% | 69.37%-49.4pp | 62.79%-42.8pp | 220.34%-200.4pp |
| Employer contribution / active EE | $14,922 | $4,636+221.9% | $4,154+259.2% | $4,156+259.0% |
| Participant deferral / active EE | $34,370 | $6,166+457.4% | $5,453+530.3% | $6,407+436.5% |
| Admin fee / account holder | $1,280 | $16,471-92.2% | $14,116-90.9% | $12,270-89.6% |