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 | $119,504 | $100,773+18.6% | $88,946+34.4% | $142,382-16.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.57% | 70.18%-51.6pp | 57.82%-39.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $4,757 | $2,918+63.0% | $2,555+86.2% | $4,299+10.7% |
| Participant deferral / active EE | $30,300 | $5,230+479.3% | $4,581+561.4% | $6,507+365.6% |
| Admin fee / account holder | $3,408 | $9,693-64.8% | $8,261-58.7% | $12,624-73.0% |