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 | $42,820 | $106,749-59.9% | $145,433-70.6% | $82,448-48.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.56% | 27.59%-9.0pp | 66.58%-48.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $6,690 | $3,444+94.2% | $4,554+46.9% | $2,551+162.2% |
| Participant deferral / active EE | $10,425 | $6,519+59.9% | $7,897+32.0% | $4,139+151.9% |
| Admin fee / account holder | $15,608 | $8,390+86.0% | $13,129+18.9% | $7,234+115.7% |