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 | $66,805 | $140,940-52.6% | $112,229-40.5% | $139,434-52.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.01% | 32.71%-15.7pp | 30.20%-13.2pp | 372.94%-355.9pp |
| Employer contribution / active EE | $2,779 | $4,283-35.1% | $3,430-19.0% | $4,751-41.5% |
| Participant deferral / active EE | $6,331 | $5,874+7.8% | $4,798+32.0% | $6,710-5.6% |
| Admin fee / account holder | $3,669 | $9,954-63.1% | $7,748-52.7% | $11,403-67.8% |