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 | $15,050 | $100,773-85.1% | $88,946-83.1% | $142,382-89.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 24.58% | 70.18%-45.6pp | 57.82%-33.2pp | 217.08%-192.5pp |
| Employer contribution / active EE | $2,213 | $2,918-24.1% | $2,555-13.4% | $4,299-48.5% |
| Participant deferral / active EE | $4,319 | $5,230-17.4% | $4,581-5.7% | $6,507-33.6% |
| Admin fee / account holder | $785 | $9,693-91.9% | $8,261-90.5% | $12,624-93.8% |