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 | $41,014 | $124,425-67.0% | $112,040-63.4% | $137,256-70.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 21.35% | 24.72%-3.4pp | 24.52%-3.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $3,907 | $3,411+14.5% | $2,954+32.3% | $4,156-6.0% |
| Participant deferral / active EE | $7,211 | $5,718+26.1% | $5,098+41.5% | $6,407+12.5% |
| Admin fee / account holder | $520 | $15,207-96.6% | $12,098-95.7% | $12,270-95.8% |