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 | $55,583 | $71,829-22.6% | $69,780-20.3% | $142,382-61.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 20.10% | 31.01%-10.9pp | 26.31%-6.2pp | 217.08%-197.0pp |
| Employer contribution / active EE | $6,808 | $4,385+55.2% | $4,168+63.3% | $4,299+58.3% |
| Participant deferral / active EE | $22,742 | $6,819+233.5% | $6,164+268.9% | $6,507+249.5% |
| Admin fee / account holder | $13,693 | $7,818+75.1% | $7,285+88.0% | $12,624+8.5% |