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 3-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 | $39,195 | $114,381-65.7% | $107,525-63.5% | $142,382-72.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.23% | 242.71%-220.5pp | 181.32%-159.1pp | 217.08%-194.8pp |
| Employer contribution / active EE | $3,580 | $4,015-10.8% | $3,754-4.6% | $4,299-16.7% |
| Participant deferral / active EE | $16,556 | $5,564+197.6% | $5,116+223.6% | $6,507+154.4% |
| Admin fee / account holder | $1,796 | $9,860-81.8% | $8,919-79.9% | $12,624-85.8% |