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 | $21,538 | $112,729-80.9% | $98,716-78.2% | $137,256-84.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.52% | 38.48%-19.0pp | 31.81%-12.3pp | 220.34%-200.8pp |
| Employer contribution / active EE | $804 | $2,725-70.5% | $2,279-64.7% | $4,156-80.6% |
| Participant deferral / active EE | $7,469 | $4,640+61.0% | $4,048+84.5% | $6,407+16.6% |
| Admin fee / account holder | $654 | $10,129-93.5% | $8,703-92.5% | $12,270-94.7% |