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 | $33,010 | $165,984-80.1% | $164,813-80.0% | $145,922-77.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.60% | 100.03%-86.4pp | 69.93%-56.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $4,459 | $5,273-15.4% | $4,341+2.7% | $4,660-4.3% |
| Participant deferral / active EE | $7,387 | $6,959+6.2% | $6,031+22.5% | $6,688+10.5% |
| Admin fee / account holder | $461 | $16,648-97.2% | $12,690-96.4% | $13,397-96.6% |