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 | $98,264 | $100,773-2.5% | $88,946+10.5% | $142,382-31.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.83% | 70.18%-50.4pp | 57.82%-38.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $4,295 | $2,918+47.2% | $2,555+68.1% | $4,299-0.1% |
| Participant deferral / active EE | $11,183 | $5,230+113.8% | $4,581+144.1% | $6,507+71.9% |
| Admin fee / account holder | $2,102 | $9,693-78.3% | $8,261-74.6% | $12,624-83.3% |