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 | $41,622 | $117,983-64.7% | $101,794-59.1% | $142,382-70.8% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 19.11% | 36.92%-17.8pp | 30.53%-11.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $7,500 | $2,773+170.5% | $2,289+227.7% | $4,299+74.5% |
| Participant deferral / active EE | $8,963 | $4,714+90.2% | $4,084+119.5% | $6,507+37.7% |
| Admin fee / account holder | $808 | $10,433-92.3% | $8,777-90.8% | $12,624-93.6% |