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 | $117,859-38.7% | $102,438-29.5% | $145,959-50.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.08% | 31.72%-22.6pp | 29.37%-20.3pp | 561.95%-552.9pp |
| Employer contribution / active EE | $2,869 | $3,615-20.6% | $3,024-5.1% | $4,661-38.4% |
| Participant deferral / active EE | $16,570 | $5,732+189.1% | $5,054+227.9% | $6,689+147.7% |
| Admin fee / account holder | $1,637 | $13,318-87.7% | $9,448-82.7% | $13,398-87.8% |