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 3-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 | $49,397 | $117,983-58.1% | $101,794-51.5% | $142,382-65.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.61% | 36.92%-18.3pp | 30.53%-11.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,384 | $2,773-14.0% | $2,289+4.1% | $4,299-44.6% |
| Participant deferral / active EE | $10,023 | $4,714+112.6% | $4,084+145.4% | $6,507+54.0% |
| Admin fee / account holder | $2,969 | $10,433-71.5% | $8,777-66.2% | $12,624-76.5% |