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 | $28,818 | $104,974-72.5% | $95,585-69.9% | $142,382-79.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.51% | 210.33%-196.8pp | 38.56%-25.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $3,282 | $2,779+18.1% | $2,527+29.9% | $4,299-23.7% |
| Participant deferral / active EE | $9,563 | $4,352+119.7% | $4,023+137.7% | $6,507+47.0% |
| Admin fee / account holder | $23,123 | $6,386+262.1% | $6,127+277.4% | $12,624+83.2% |