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 | $49,814 | $110,261-54.8% | $95,745-48.0% | $139,434-64.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.85% | 27.11%-7.3pp | 28.35%-8.5pp | 372.94%-353.1pp |
| Employer contribution / active EE | $1,559 | $3,257-52.1% | $2,835-45.0% | $4,751-67.2% |
| Participant deferral / active EE | $6,828 | $4,676+46.0% | $4,245+60.9% | $6,710+1.8% |
| Admin fee / account holder | $522 | $6,613-92.1% | $5,678-90.8% | $11,403-95.4% |