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 | $19,684 | $74,888-73.7% | $71,209-72.4% | $142,382-86.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.73% | 345.14%-320.4pp | 282.51%-257.8pp | 217.08%-192.3pp |
| Employer contribution / active EE | $3,877 | $2,854+35.8% | $2,721+42.5% | $4,299-9.8% |
| Participant deferral / active EE | $5,503 | $4,454+23.5% | $4,175+31.8% | $6,507-15.4% |
| Admin fee / account holder | $305 | $5,568-94.5% | $5,349-94.3% | $12,624-97.6% |