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 | $97,125-43.2% | $86,233-36.0% | $137,256-59.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 11.26% | 74.19%-62.9pp | 61.39%-50.1pp | 220.34%-209.1pp |
| Employer contribution / active EE | $1,844 | $2,841-35.1% | $2,504-26.4% | $4,156-55.6% |
| Participant deferral / active EE | $10,044 | $5,180+93.9% | $4,559+120.3% | $6,407+56.8% |
| Admin fee / account holder | $724 | $9,725-92.6% | $8,342-91.3% | $12,270-94.1% |