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 | $53,076 | $117,983-55.0% | $101,794-47.9% | $142,382-62.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.43% | 36.92%-21.5pp | 30.53%-15.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,388 | $2,773-13.9% | $2,289+4.3% | $4,299-44.5% |
| Participant deferral / active EE | $9,710 | $4,714+106.0% | $4,084+137.8% | $6,507+49.2% |
| Admin fee / account holder | $488 | $10,433-95.3% | $8,777-94.4% | $12,624-96.1% |