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 | $49,277 | $106,749-53.8% | $145,433-66.1% | $82,448-40.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 22.95% | 27.59%-4.6pp | 66.58%-43.6pp | 41.64%-18.7pp |
| Employer contribution / active EE | $4,839 | $3,444+40.5% | $4,554+6.2% | $2,551+89.7% |
| Participant deferral / active EE | $9,129 | $6,519+40.0% | $7,897+15.6% | $4,139+120.5% |
| Admin fee / account holder | $3,933 | $8,390-53.1% | $13,129-70.0% | $7,234-45.6% |