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 | $49,093 | $149,040-67.1% | $120,225-59.2% | $137,256-64.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 20.47% | 605.68%-585.2pp | 439.23%-418.8pp | 220.34%-199.9pp |
| Employer contribution / active EE | $3,796 | $4,350-12.7% | $3,475+9.2% | $4,156-8.7% |
| Participant deferral / active EE | $6,819 | $4,655+46.5% | $3,999+70.5% | $6,407+6.4% |
| Admin fee / account holder | $562 | $6,348-91.1% | $5,696-90.1% | $12,270-95.4% |