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 | $29,467 | $154,365-80.9% | $130,231-77.4% | $139,434-78.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 12.84% | 30.34%-17.5pp | 38.77%-25.9pp | 372.94%-360.1pp |
| Employer contribution / active EE | $6,372 | $5,170+23.3% | $4,126+54.4% | $4,751+34.1% |
| Participant deferral / active EE | $8,314 | $8,498-2.2% | $6,799+22.3% | $6,710+23.9% |
| Admin fee / account holder | $35,228 | $9,214+282.3% | $6,020+485.2% | $11,403+209.0% |