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 | $35,253 | $100,773-65.0% | $88,946-60.4% | $142,382-75.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.95% | 70.18%-51.2pp | 57.82%-38.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,400 | $2,918-52.0% | $2,555-45.2% | $4,299-67.4% |
| Participant deferral / active EE | $1,664 | $5,230-68.2% | $4,581-63.7% | $6,507-74.4% |
| Admin fee / account holder | $416 | $9,693-95.7% | $8,261-95.0% | $12,624-96.7% |