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 | $43,007 | $112,729-61.8% | $98,716-56.4% | $137,256-68.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.38% | 38.48%-19.1pp | 31.81%-12.4pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,723 | $2,725-0.1% | $2,279+19.5% | $4,156-34.5% |
| Participant deferral / active EE | $6,356 | $4,640+37.0% | $4,048+57.0% | $6,407-0.8% |
| Admin fee / account holder | $498 | $10,129-95.1% | $8,703-94.3% | $12,270-95.9% |