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 | $24,535 | $165,984-85.2% | $164,813-85.1% | $145,922-83.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.69% | 100.03%-80.3pp | 69.93%-50.2pp | 561.29%-541.6pp |
| Employer contribution / active EE | $8,714 | $5,273+65.3% | $4,341+100.7% | $4,660+87.0% |
| Participant deferral / active EE | $9,395 | $6,959+35.0% | $6,031+55.8% | $6,688+40.5% |
| Admin fee / account holder | $2,405 | $16,648-85.6% | $12,690-81.0% | $13,397-82.0% |