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 | $35,554 | $64,839-45.2% | $95,585-62.8% | $84,808-58.1% |
| Participation rate | 90.6% | 63.8%+26.8pp | 72.1%+18.6pp | 68.3%+22.3pp |
| Annual return | 26.67% | -670.96%+697.6pp | 38.56%-11.9pp | 40.90%-14.2pp |
| Employer contribution / active EE | $3,038 | $1,759+72.7% | $2,527+20.2% | $2,631+15.5% |
| Participant deferral / active EE | $4,884 | $2,965+64.7% | $4,023+21.4% | $4,212+16.0% |
| Admin fee / account holder | $667 | $5,964-88.8% | $6,127-89.1% | $7,344-90.9% |