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 | $40,612 | $69,207-41.3% | $64,056-36.6% | $139,434-70.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.58% | 45.88%-26.3pp | 33.69%-14.1pp | 372.94%-353.4pp |
| Employer contribution / active EE | $4,458 | $3,182+40.1% | $2,747+62.3% | $4,751-6.2% |
| Participant deferral / active EE | $2,781 | $4,682-40.6% | $3,880-28.3% | $6,710-58.6% |
| Admin fee / account holder | $928 | $4,244-78.1% | $3,068-69.7% | $11,403-91.9% |