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 | $67,335 | $104,974-35.9% | $95,585-29.6% | $142,382-52.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 22.92% | 210.33%-187.4pp | 38.56%-15.6pp | 217.08%-194.2pp |
| Employer contribution / active EE | $3,034 | $2,779+9.2% | $2,527+20.1% | $4,299-29.4% |
| Participant deferral / active EE | $18,877 | $4,352+333.8% | $4,023+369.3% | $6,507+190.1% |
| Admin fee / account holder | $2,177 | $6,386-65.9% | $6,127-64.5% | $12,624-82.8% |