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 | $54,560 | $104,974-48.0% | $95,585-42.9% | $142,382-61.7% |
| Participation rate | 82.4% | 75.0%+7.4pp | 72.1%+10.3pp | 80.1%+2.2pp |
| Annual return | 23.04% | 210.33%-187.3pp | 38.56%-15.5pp | 217.08%-194.0pp |
| Employer contribution / active EE | $4,206 | $2,779+51.4% | $2,527+66.5% | $4,299-2.2% |
| Participant deferral / active EE | $10,148 | $4,352+133.2% | $4,023+152.3% | $6,507+56.0% |
| Admin fee / account holder | $1,300 | $6,386-79.6% | $6,127-78.8% | $12,624-89.7% |