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 | $99,720 | $100,970-1.2% | $96,576+3.3% | $137,256-27.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.42% | 38.16%-16.7pp | 38.47%-17.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $6,274 | $3,809+64.7% | $3,553+76.6% | $4,156+51.0% |
| Participant deferral / active EE | $17,484 | $8,286+111.0% | $7,956+119.7% | $6,407+172.9% |
| Admin fee / account holder | $585 | $11,312-94.8% | $11,381-94.9% | $12,270-95.2% |