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 | $77,381 | $114,381-32.3% | $107,525-28.0% | $142,382-45.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.46% | 242.71%-223.2pp | 181.32%-161.9pp | 217.08%-197.6pp |
| Employer contribution / active EE | $6,734 | $4,015+67.7% | $3,754+79.4% | $4,299+56.6% |
| Participant deferral / active EE | $15,370 | $5,564+176.2% | $5,116+200.5% | $6,507+136.2% |
| Admin fee / account holder | $1,074 | $9,860-89.1% | $8,919-88.0% | $12,624-91.5% |