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 | $34,375 | $99,877-65.6% | $84,966-59.5% | $145,922-76.4% |
| Participation rate | 93.3% | 74.1%+19.2pp | 67.5%+25.8pp | 80.3%+13.1pp |
| Annual return | 18.08% | 83.76%-65.7pp | 66.38%-48.3pp | 561.29%-543.2pp |
| Employer contribution / active EE | $4,719 | $3,231+46.0% | $2,727+73.0% | $4,660+1.3% |
| Participant deferral / active EE | $10,690 | $5,291+102.1% | $4,519+136.5% | $6,688+59.8% |
| Admin fee / account holder | $3,353 | $7,248-53.7% | $6,149-45.5% | $13,397-75.0% |