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 | $29,421 | $154,228-80.9% | $145,433-79.8% | $137,256-78.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.13% | 74.59%-53.5pp | 66.58%-45.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $2,949 | $4,804-38.6% | $4,554-35.2% | $4,156-29.0% |
| Participant deferral / active EE | $8,004 | $8,216-2.6% | $7,897+1.3% | $6,407+24.9% |
| Admin fee / account holder | $473 | $14,344-96.7% | $13,129-96.4% | $12,270-96.1% |