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 | $74,769 | $100,970-25.9% | $96,576-22.6% | $137,256-45.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.84% | 38.16%-16.3pp | 38.47%-16.6pp | 220.34%-198.5pp |
| Employer contribution / active EE | $3,289 | $3,809-13.7% | $3,553-7.4% | $4,156-20.9% |
| Participant deferral / active EE | $19,116 | $8,286+130.7% | $7,956+140.3% | $6,407+198.4% |
| Admin fee / account holder | $521 | $11,312-95.4% | $11,381-95.4% | $12,270-95.8% |