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 | $12,723 | $97,125-86.9% | $86,233-85.2% | $137,256-90.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 34.92% | 74.19%-39.3pp | 61.39%-26.5pp | 220.34%-185.4pp |
| Employer contribution / active EE | $7,377 | $2,841+159.6% | $2,504+194.6% | $4,156+77.5% |
| Participant deferral / active EE | $8,578 | $5,180+65.6% | $4,559+88.2% | $6,407+33.9% |
| Admin fee / account holder | $608 | $9,725-93.7% | $8,342-92.7% | $12,270-95.0% |