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 | $155,543 | $148,978+4.4% | $200,582-22.5% | $84,808+83.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 16.83% | 28.16%-11.3pp | 42.33%-25.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $9,265 | $4,815+92.4% | $6,419+44.3% | $2,631+252.2% |
| Participant deferral / active EE | $11,668 | $7,142+63.4% | $9,331+25.0% | $4,212+177.0% |
| Admin fee / account holder | $3,102 | $13,977-77.8% | $16,305-81.0% | $7,344-57.8% |