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 5-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 | $32,963 | $209,336-84.3% | $197,124-83.3% | $137,256-76.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.63% | 48.09%-26.5pp | 44.34%-22.7pp | 220.34%-198.7pp |
| Employer contribution / active EE | $2,417 | $6,591-63.3% | $6,227-61.2% | $4,156-41.9% |
| Participant deferral / active EE | $7,938 | $9,614-17.4% | $9,135-13.1% | $6,407+23.9% |
| Admin fee / account holder | $338 | $17,308-98.0% | $16,298-97.9% | $12,270-97.2% |