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 | $44,639 | $127,065-64.9% | $113,168-60.6% | $142,382-68.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 21.15% | 24.03%-2.9pp | 24.27%-3.1pp | 217.08%-195.9pp |
| Employer contribution / active EE | $5,529 | $3,442+60.6% | $2,975+85.8% | $4,299+28.6% |
| Participant deferral / active EE | $8,209 | $5,716+43.6% | $5,107+60.7% | $6,507+26.1% |
| Admin fee / account holder | $476 | $15,736-97.0% | $12,068-96.1% | $12,624-96.2% |