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 | $98,680 | $117,841-16.3% | $102,423-3.7% | $145,922-32.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.62% | 31.65%-19.0pp | 29.32%-16.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $6,468 | $3,615+78.9% | $3,023+113.9% | $4,660+38.8% |
| Participant deferral / active EE | $26,750 | $5,731+366.8% | $5,053+429.4% | $6,688+300.0% |
| Admin fee / account holder | $1,670 | $13,326-87.5% | $9,451-82.3% | $13,397-87.5% |