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 | $58,128 | $110,257-47.3% | $96,544-39.8% | $139,434-58.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 23.56% | 26.32%-2.8pp | 25.84%-2.3pp | 372.94%-349.4pp |
| Employer contribution / active EE | $5,580 | $3,620+54.2% | $2,965+88.2% | $4,751+17.5% |
| Participant deferral / active EE | $22,500 | $5,548+305.6% | $4,851+363.8% | $6,710+235.3% |
| Admin fee / account holder | $1,133 | $11,591-90.2% | $8,252-86.3% | $11,403-90.1% |