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 | $17,472 | $97,125-82.0% | $86,233-79.7% | $137,256-87.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.67% | 74.19%-55.5pp | 61.39%-42.7pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,287 | $2,841-54.7% | $2,504-48.6% | $4,156-69.0% |
| Participant deferral / active EE | $2,236 | $5,180-56.8% | $4,559-51.0% | $6,407-65.1% |
| Admin fee / account holder | $2,683 | $9,725-72.4% | $8,342-67.8% | $12,270-78.1% |