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 | $63,854 | $178,174-64.2% | $156,181-59.1% | $137,256-53.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.52% | 84.19%-69.7pp | 64.87%-50.4pp | 220.34%-205.8pp |
| Employer contribution / active EE | $8,100 | $4,972+62.9% | $4,294+88.6% | $4,156+94.9% |
| Participant deferral / active EE | $12,570 | $6,888+82.5% | $6,132+105.0% | $6,407+96.2% |
| Admin fee / account holder | $4,803 | $17,404-72.4% | $14,586-67.1% | $12,270-60.9% |