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 | $47,327 | $127,065-62.8% | $113,168-58.2% | $142,382-66.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 21.24% | 24.03%-2.8pp | 24.27%-3.0pp | 217.08%-195.8pp |
| Employer contribution / active EE | $4,493 | $3,442+30.5% | $2,975+51.0% | $4,299+4.5% |
| Participant deferral / active EE | $8,401 | $5,716+47.0% | $5,107+64.5% | $6,507+29.1% |
| Admin fee / account holder | $3,601 | $15,736-77.1% | $12,068-70.2% | $12,624-71.5% |