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 | $53,582 | $85,022-37.0% | $70,515-24.0% | $139,434-61.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 16.71% | 30.38%-13.7pp | 32.77%-16.1pp | 372.94%-356.2pp |
| Employer contribution / active EE | $4,050 | $3,909+3.6% | $2,973+36.2% | $4,751-14.7% |
| Participant deferral / active EE | $13,126 | $5,890+122.8% | $4,567+187.4% | $6,710+95.6% |
| Admin fee / account holder | $1,449 | $8,906-83.7% | $6,412-77.4% | $11,403-87.3% |