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 | $19,836 | $154,228-87.1% | $145,433-86.4% | $137,256-85.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.22% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,231 | $4,804-53.6% | $4,554-51.0% | $4,156-46.3% |
| Participant deferral / active EE | $2,528 | $8,216-69.2% | $7,897-68.0% | $6,407-60.5% |
| Admin fee / account holder | $333 | $14,344-97.7% | $13,129-97.5% | $12,270-97.3% |