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 | $56,309 | $117,841-52.2% | $102,423-45.0% | $145,922-61.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 42.92% | 31.65%+11.3pp | 29.32%+13.6pp | 561.29%-518.4pp |
| Employer contribution / active EE | $5,400 | $3,615+49.4% | $3,023+78.6% | $4,660+15.9% |
| Participant deferral / active EE | $10,490 | $5,731+83.1% | $5,053+107.6% | $6,688+56.9% |
| Admin fee / account holder | $3,558 | $13,326-73.3% | $9,451-62.4% | $13,397-73.4% |