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 | $26,685 | $111,535-76.1% | $105,223-74.6% | $137,256-80.6% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.8pp | 80.0%+8.9pp |
| Annual return | 31.31% | 237.85%-206.5pp | 180.65%-149.3pp | 220.34%-189.0pp |
| Employer contribution / active EE | $8,387 | $3,939+112.9% | $3,689+127.4% | $4,156+101.8% |
| Participant deferral / active EE | $11,710 | $5,500+112.9% | $5,072+130.9% | $6,407+82.8% |
| Admin fee / account holder | $2,353 | $9,721-75.8% | $8,859-73.4% | $12,270-80.8% |