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 | $64,343 | $111,535-42.3% | $105,223-38.9% | $137,256-53.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.79% | 237.85%-217.1pp | 180.65%-159.9pp | 220.34%-199.5pp |
| Employer contribution / active EE | $4,855 | $3,939+23.2% | $3,689+31.6% | $4,156+16.8% |
| Participant deferral / active EE | $9,556 | $5,500+73.8% | $5,072+88.4% | $6,407+49.2% |
| Admin fee / account holder | $324 | $9,721-96.7% | $8,859-96.3% | $12,270-97.4% |