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 | $49,696 | $110,261-54.9% | $95,745-48.1% | $139,434-64.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 45.97% | 27.11%+18.9pp | 28.35%+17.6pp | 372.94%-327.0pp |
| Employer contribution / active EE | $1,843 | $3,257-43.4% | $2,835-35.0% | $4,751-61.2% |
| Participant deferral / active EE | $10,382 | $4,676+122.0% | $4,245+144.6% | $6,710+54.7% |
| Admin fee / account holder | $1,040 | $6,613-84.3% | $5,678-81.7% | $11,403-90.9% |