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 | $46,646 | $100,773-53.7% | $88,946-47.6% | $142,382-67.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 13.06% | 70.18%-57.1pp | 57.82%-44.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,106 | $2,918-62.1% | $2,555-56.7% | $4,299-74.3% |
| Participant deferral / active EE | $6,067 | $5,230+16.0% | $4,581+32.4% | $6,507-6.8% |
| Admin fee / account holder | $768 | $9,693-92.1% | $8,261-90.7% | $12,624-93.9% |