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 | $51,457 | $104,974-51.0% | $95,585-46.2% | $142,382-63.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.38% | 210.33%-190.9pp | 38.56%-19.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $8,147 | $2,779+193.2% | $2,527+222.5% | $4,299+89.5% |
| Participant deferral / active EE | $25,058 | $4,352+475.8% | $4,023+522.9% | $6,507+285.1% |
| Admin fee / account holder | $10,259 | $6,386+60.6% | $6,127+67.4% | $12,624-18.7% |