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 | $22,990 | $127,065-81.9% | $113,168-79.7% | $142,382-83.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 21.72% | 24.03%-2.3pp | 24.27%-2.5pp | 217.08%-195.4pp |
| Employer contribution / active EE | $4,009 | $3,442+16.5% | $2,975+34.8% | $4,299-6.7% |
| Participant deferral / active EE | $7,325 | $5,716+28.1% | $5,107+43.4% | $6,507+12.6% |
| Admin fee / account holder | $4,701 | $15,736-70.1% | $12,068-61.0% | $12,624-62.8% |