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 | $16,185 | $112,729-85.6% | $98,716-83.6% | $137,256-88.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 21.67% | 38.48%-16.8pp | 31.81%-10.1pp | 220.34%-198.7pp |
| Employer contribution / active EE | $2,383 | $2,725-12.5% | $2,279+4.6% | $4,156-42.7% |
| Participant deferral / active EE | $3,572 | $4,640-23.0% | $4,048-11.8% | $6,407-44.3% |
| Admin fee / account holder | $710 | $10,129-93.0% | $8,703-91.8% | $12,270-94.2% |