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 | $20,818 | $57,016-63.5% | $84,966-75.5% | $80,856-74.3% |
| Participation rate | 83.0% | 56.3%+26.7pp | 67.5%+15.5pp | 67.6%+15.4pp |
| Annual return | 36.27% | 21.66%+14.6pp | 66.38%-30.1pp | 35.59%+0.7pp |
| Employer contribution / active EE | $4,067 | $1,798+126.2% | $2,727+49.1% | $2,755+47.6% |
| Participant deferral / active EE | $4,800 | $3,110+54.4% | $4,519+6.2% | $4,296+11.7% |
| Admin fee / account holder | $316 | $4,980-93.7% | $6,149-94.9% | $6,918-95.4% |