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 | $37,657 | $114,381-67.1% | $107,525-65.0% | $142,382-73.6% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 20.45% | 242.71%-222.3pp | 181.32%-160.9pp | 217.08%-196.6pp |
| Employer contribution / active EE | $8,745 | $4,015+117.8% | $3,754+133.0% | $4,299+103.4% |
| Participant deferral / active EE | $3,360 | $5,564-39.6% | $5,116-34.3% | $6,507-48.4% |
| Admin fee / account holder | $792 | $9,860-92.0% | $8,919-91.1% | $12,624-93.7% |