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 | $79,623 | $127,065-37.3% | $113,168-29.6% | $142,382-44.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.00% | 24.03%-7.0pp | 24.27%-7.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $5,741 | $3,442+66.8% | $2,975+93.0% | $4,299+33.5% |
| Participant deferral / active EE | $13,840 | $5,716+142.1% | $5,107+171.0% | $6,507+112.7% |
| Admin fee / account holder | $1,349 | $15,736-91.4% | $12,068-88.8% | $12,624-89.3% |