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 | $117,983-63.5% | $101,794-57.8% | $142,382-69.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.38% | 36.92%-17.5pp | 30.53%-11.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,723 | $2,773-1.8% | $2,289+19.0% | $4,299-36.7% |
| Participant deferral / active EE | $6,356 | $4,714+34.8% | $4,084+55.6% | $6,507-2.3% |
| Admin fee / account holder | $498 | $10,433-95.2% | $8,777-94.3% | $12,624-96.1% |