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 | $47,741 | $127,065-62.4% | $113,168-57.8% | $142,382-66.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 23.55% | 24.03%-0.5pp | 24.27%-0.7pp | 217.08%-193.5pp |
| Employer contribution / active EE | $2,935 | $3,442-14.7% | $2,975-1.4% | $4,299-31.7% |
| Participant deferral / active EE | $5,334 | $5,716-6.7% | $5,107+4.5% | $6,507-18.0% |
| Admin fee / account holder | $325 | $15,736-97.9% | $12,068-97.3% | $12,624-97.4% |