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 | $100,999 | $177,572-43.1% | $154,803-34.8% | $142,382-29.1% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 19.37% | 65.07%-45.7pp | 58.88%-39.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $8,839 | $4,810+83.8% | $4,305+105.3% | $4,299+105.6% |
| Participant deferral / active EE | $9,176 | $6,272+46.3% | $5,540+65.6% | $6,507+41.0% |
| Admin fee / account holder | $1,700 | $16,786-89.9% | $14,329-88.1% | $12,624-86.5% |