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 | $31,627 | $74,888-57.8% | $71,209-55.6% | $142,382-77.8% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.1%+12.7pp |
| Annual return | 22.35% | 345.14%-322.8pp | 282.51%-260.2pp | 217.08%-194.7pp |
| Employer contribution / active EE | $6,303 | $2,854+120.8% | $2,721+131.7% | $4,299+46.6% |
| Participant deferral / active EE | $14,347 | $4,454+222.1% | $4,175+243.6% | $6,507+120.5% |
| Admin fee / account holder | $11,262 | $5,568+102.3% | $5,349+110.6% | $12,624-10.8% |