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 | $49,233 | $114,381-57.0% | $107,525-54.2% | $142,382-65.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.76% | 242.71%-223.0pp | 181.32%-161.6pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,994 | $4,015-25.4% | $3,754-20.2% | $4,299-30.4% |
| Participant deferral / active EE | $9,677 | $5,564+73.9% | $5,116+89.2% | $6,507+48.7% |
| Admin fee / account holder | $2,056 | $9,860-79.2% | $8,919-77.0% | $12,624-83.7% |