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 | $42,675 | $117,983-63.8% | $101,794-58.1% | $142,382-70.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 24.57% | 36.92%-12.3pp | 30.53%-6.0pp | 217.08%-192.5pp |
| Employer contribution / active EE | $2,544 | $2,773-8.3% | $2,289+11.1% | $4,299-40.8% |
| Participant deferral / active EE | $11,646 | $4,714+147.1% | $4,084+185.2% | $6,507+79.0% |
| Admin fee / account holder | $321 | $10,433-96.9% | $8,777-96.3% | $12,624-97.5% |