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 | $72,209 | $117,841-38.7% | $102,423-29.5% | $145,922-50.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.08% | 31.65%-22.6pp | 29.32%-20.2pp | 561.29%-552.2pp |
| Employer contribution / active EE | $2,869 | $3,615-20.6% | $3,023-5.1% | $4,660-38.4% |
| Participant deferral / active EE | $16,570 | $5,731+189.1% | $5,053+227.9% | $6,688+147.8% |
| Admin fee / account holder | $1,637 | $13,326-87.7% | $9,451-82.7% | $13,397-87.8% |