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 | $45,903 | $104,664-56.1% | $85,682-46.4% | $167,490-72.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 11.17% | 21.45%-10.3pp | 21.49%-10.3pp | 478.56%-467.4pp |
| Employer contribution / active EE | $2,933 | $3,337-12.1% | $2,618+12.0% | $4,837-39.4% |
| Participant deferral / active EE | $4,963 | $4,824+2.9% | $3,923+26.5% | $6,341-21.7% |
| Admin fee / account holder | $628 | $10,032-93.7% | $6,873-90.9% | $12,309-94.9% |