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 | $111,249 | $74,888+48.6% | $71,209+56.2% | $142,382-21.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.02% | 345.14%-331.1pp | 282.51%-268.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,336 | $2,854-53.2% | $2,721-50.9% | $4,299-68.9% |
| Participant deferral / active EE | $9,386 | $4,454+110.7% | $4,175+124.8% | $6,507+44.2% |
| Admin fee / account holder | $1,656 | $5,568-70.3% | $5,349-69.0% | $12,624-86.9% |