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 | $30,000 | $117,983-74.6% | $101,794-70.5% | $142,382-78.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.62% | 36.92%-20.3pp | 30.53%-13.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,815 | $2,773+37.6% | $2,289+66.7% | $4,299-11.3% |
| Participant deferral / active EE | $10,319 | $4,714+118.9% | $4,084+152.7% | $6,507+58.6% |
| Admin fee / account holder | $6,658 | $10,433-36.2% | $8,777-24.1% | $12,624-47.3% |