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 | $62,309 | $74,888-16.8% | $71,209-12.5% | $142,382-56.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.53% | 345.14%-325.6pp | 282.51%-263.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $6,034 | $2,854+111.4% | $2,721+121.8% | $4,299+40.4% |
| Participant deferral / active EE | $16,360 | $4,454+267.3% | $4,175+291.9% | $6,507+151.4% |
| Admin fee / account holder | $10,140 | $5,568+82.1% | $5,349+89.6% | $12,624-19.7% |