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 | $30,259 | $87,166-65.3% | $76,735-60.6% | $137,256-78.0% |
| Participation rate | 93.3% | 74.4%+19.0pp | 69.5%+23.8pp | 80.0%+13.4pp |
| Annual return | 20.29% | 26.50%-6.2pp | 29.77%-9.5pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,077 | $2,904-28.5% | $2,454-15.4% | $4,156-50.0% |
| Participant deferral / active EE | $5,393 | $4,726+14.1% | $4,088+31.9% | $6,407-15.8% |
| Admin fee / account holder | $753 | $8,403-91.0% | $7,189-89.5% | $12,270-93.9% |