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 | $77,583 | $114,381-32.2% | $107,525-27.8% | $142,382-45.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.79% | 242.71%-219.9pp | 181.32%-158.5pp | 217.08%-194.3pp |
| Employer contribution / active EE | $5,977 | $4,015+48.9% | $3,754+59.2% | $4,299+39.0% |
| Participant deferral / active EE | $13,817 | $5,564+148.3% | $5,116+170.1% | $6,507+112.3% |
| Admin fee / account holder | $440 | $9,860-95.5% | $8,919-95.1% | $12,624-96.5% |