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 | $55,168 | $100,773-45.3% | $88,946-38.0% | $142,382-61.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 11.26% | 70.18%-58.9pp | 57.82%-46.6pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,844 | $2,918-36.8% | $2,555-27.8% | $4,299-57.1% |
| Participant deferral / active EE | $10,044 | $5,230+92.0% | $4,581+119.2% | $6,507+54.4% |
| Admin fee / account holder | $724 | $9,693-92.5% | $8,261-91.2% | $12,624-94.3% |