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 | $51,429 | $114,381-55.0% | $107,525-52.2% | $142,382-63.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 32.75% | 242.71%-210.0pp | 181.32%-148.6pp | 217.08%-184.3pp |
| Employer contribution / active EE | $3,561 | $4,015-11.3% | $3,754-5.1% | $4,299-17.2% |
| Participant deferral / active EE | $10,657 | $5,564+91.5% | $5,116+108.3% | $6,507+63.8% |
| Admin fee / account holder | $5,064 | $9,860-48.6% | $8,919-43.2% | $12,624-59.9% |