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 | $56,290 | $114,381-50.8% | $107,525-47.6% | $142,382-60.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 32.06% | 242.71%-210.6pp | 181.32%-149.3pp | 217.08%-185.0pp |
| Employer contribution / active EE | $5,988 | $4,015+49.1% | $3,754+59.5% | $4,299+39.3% |
| Participant deferral / active EE | $11,000 | $5,564+97.7% | $5,116+115.0% | $6,507+69.0% |
| Admin fee / account holder | $678 | $9,860-93.1% | $8,919-92.4% | $12,624-94.6% |