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 3-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 | $40,199 | $127,065-68.4% | $113,168-64.5% | $142,382-71.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.21% | 24.03%-7.8pp | 24.27%-8.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,852 | $3,442+11.9% | $2,975+29.5% | $4,299-10.4% |
| Participant deferral / active EE | $19,678 | $5,716+244.2% | $5,107+285.3% | $6,507+202.4% |
| Admin fee / account holder | $354 | $15,736-97.7% | $12,068-97.1% | $12,624-97.2% |