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 | $46,414 | $89,753-48.3% | $107,525-56.8% | $84,808-45.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 22.44% | 29.48%-7.0pp | 181.32%-158.9pp | 40.90%-18.5pp |
| Employer contribution / active EE | $4,942 | $3,113+58.7% | $3,754+31.7% | $2,631+87.8% |
| Participant deferral / active EE | $7,638 | $4,056+88.3% | $5,116+49.3% | $4,212+81.4% |
| Admin fee / account holder | $1,408 | $7,222-80.5% | $8,919-84.2% | $7,344-80.8% |