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 | $54,103 | $127,065-57.4% | $113,168-52.2% | $142,382-62.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 20.99% | 24.03%-3.0pp | 24.27%-3.3pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,775 | $3,442-19.4% | $2,975-6.7% | $4,299-35.5% |
| Participant deferral / active EE | $14,564 | $5,716+154.8% | $5,107+185.2% | $6,507+123.8% |
| Admin fee / account holder | $398 | $15,736-97.5% | $12,068-96.7% | $12,624-96.9% |