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 | $17,732 | $100,970-82.4% | $96,576-81.6% | $137,256-87.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.64% | 38.16%-21.5pp | 38.47%-21.8pp | 220.34%-203.7pp |
| Employer contribution / active EE | $5,514 | $3,809+44.8% | $3,553+55.2% | $4,156+32.7% |
| Participant deferral / active EE | $5,746 | $8,286-30.7% | $7,956-27.8% | $6,407-10.3% |
| Admin fee / account holder | $16,022 | $11,312+41.6% | $11,381+40.8% | $12,270+30.6% |