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 | $30,561 | $74,888-59.2% | $71,209-57.1% | $142,382-78.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.88% | 345.14%-327.3pp | 282.51%-264.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $4,418 | $2,854+54.8% | $2,721+62.4% | $4,299+2.8% |
| Participant deferral / active EE | $11,949 | $4,454+168.2% | $4,175+186.2% | $6,507+83.6% |
| Admin fee / account holder | $3,702 | $5,568-33.5% | $5,349-30.8% | $12,624-70.7% |