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 | $50,159 | $238,490-79.0% | $180,183-72.2% | $142,382-64.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 15.02% | 33.56%-18.5pp | 27.86%-12.8pp | 217.08%-202.1pp |
| Employer contribution / active EE | $9,878 | $6,143+60.8% | $5,039+96.0% | $4,299+129.8% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $6,822-100.0% | $6,507-100.0% |
| Admin fee / account holder | $1,320 | $28,866-95.4% | $19,975-93.4% | $12,624-89.5% |