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 | $179,726-64.5% | $156,263-59.1% | $142,382-55.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.52% | 77.86%-63.3pp | 59.47%-44.9pp | 217.08%-202.6pp |
| Employer contribution / active EE | $8,100 | $5,069+59.8% | $4,333+86.9% | $4,299+88.4% |
| Participant deferral / active EE | $12,570 | $6,956+80.7% | $6,158+104.1% | $6,507+93.2% |
| Admin fee / account holder | $4,803 | $17,272-72.2% | $14,255-66.3% | $12,624-62.0% |