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 | $44,449 | $117,983-62.3% | $101,794-56.3% | $142,382-68.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 20.74% | 36.92%-16.2pp | 30.53%-9.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,299 | $2,773-17.1% | $2,289+0.4% | $4,299-46.5% |
| Participant deferral / active EE | $7,389 | $4,714+56.8% | $4,084+80.9% | $6,507+13.5% |
| Admin fee / account holder | $691 | $10,433-93.4% | $8,777-92.1% | $12,624-94.5% |