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 | $161,352-81.4% | $134,172-77.6% | $137,256-78.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 20.62% | 28.72%-8.1pp | 25.30%-4.7pp | 220.34%-199.7pp |
| Employer contribution / active EE | $4,468 | $4,099+9.0% | $3,420+30.6% | $4,156+7.5% |
| Participant deferral / active EE | $8,657 | $5,552+55.9% | $4,690+84.6% | $6,407+35.1% |
| Admin fee / account holder | $1,426 | $15,028-90.5% | $12,016-88.1% | $12,270-88.4% |