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 | $52,327 | $104,974-50.2% | $95,585-45.3% | $142,382-63.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 26.09% | 210.33%-184.2pp | 38.56%-12.5pp | 217.08%-191.0pp |
| Employer contribution / active EE | $1,994 | $2,779-28.2% | $2,527-21.1% | $4,299-53.6% |
| Participant deferral / active EE | $8,972 | $4,352+106.2% | $4,023+123.1% | $6,507+37.9% |
| Admin fee / account holder | $355 | $6,386-94.4% | $6,127-94.2% | $12,624-97.2% |