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 | $70,137 | $117,983-40.6% | $101,794-31.1% | $142,382-50.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 12.82% | 36.92%-24.1pp | 30.53%-17.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,859 | $2,773-32.9% | $2,289-18.8% | $4,299-56.7% |
| Participant deferral / active EE | $4,700 | $4,714-0.3% | $4,084+15.1% | $6,507-27.8% |
| Admin fee / account holder | $21,254 | $10,433+103.7% | $8,777+142.2% | $12,624+68.4% |