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 | $30,354 | $105,126-71.1% | $94,646-67.9% | $139,434-78.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 24.67% | 38.03%-13.4pp | 156.71%-132.0pp | 372.94%-348.3pp |
| Employer contribution / active EE | $4,443 | $4,106+8.2% | $3,672+21.0% | $4,751-6.5% |
| Participant deferral / active EE | $10,188 | $7,599+34.1% | $7,418+37.3% | $6,710+51.8% |
| Admin fee / account holder | $4,435 | $8,984-50.6% | $7,231-38.7% | $11,403-61.1% |