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 3-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 | $36,939 | $112,729-67.2% | $98,716-62.6% | $137,256-73.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.83% | 38.48%-18.7pp | 31.81%-12.0pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,913 | $2,725-29.8% | $2,279-16.0% | $4,156-54.0% |
| Participant deferral / active EE | $11,127 | $4,640+139.8% | $4,048+174.9% | $6,407+73.7% |
| Admin fee / account holder | $359 | $10,129-96.5% | $8,703-95.9% | $12,270-97.1% |