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 | $30,036 | $163,101-81.6% | $136,749-78.0% | $142,382-78.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.62% | 27.54%-6.9pp | 24.33%-3.7pp | 217.08%-196.5pp |
| Employer contribution / active EE | $4,468 | $4,117+8.5% | $3,400+31.4% | $4,299+3.9% |
| Participant deferral / active EE | $8,657 | $5,585+55.0% | $4,692+84.5% | $6,507+33.0% |
| Admin fee / account holder | $1,426 | $14,318-90.0% | $11,386-87.5% | $12,624-88.7% |