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 | $48,434 | $117,841-58.9% | $102,423-52.7% | $145,922-66.8% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 10.69% | 31.65%-21.0pp | 29.32%-18.6pp | 561.29%-550.6pp |
| Employer contribution / active EE | $5,305 | $3,615+46.8% | $3,023+75.5% | $4,660+13.9% |
| Participant deferral / active EE | $14,639 | $5,731+155.4% | $5,053+189.7% | $6,688+118.9% |
| Admin fee / account holder | $306 | $13,326-97.7% | $9,451-96.8% | $13,397-97.7% |