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 | $50,179 | $126,574-60.4% | $106,213-52.8% | $145,922-65.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.87% | 224.79%-212.9pp | 116.14%-104.3pp | 561.29%-549.4pp |
| Employer contribution / active EE | $3,077 | $3,730-17.5% | $3,171-3.0% | $4,660-34.0% |
| Participant deferral / active EE | $6,166 | $5,724+7.7% | $5,016+22.9% | $6,688-7.8% |
| Admin fee / account holder | $917 | $17,304-94.7% | $11,033-91.7% | $13,397-93.2% |