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 | $53,096 | $94,338-43.7% | $100,534-47.2% | $142,382-62.7% |
| Participation rate | 88.9% | 81.7%+7.2pp | 80.6%+8.3pp | 80.1%+8.8pp |
| Annual return | 21.09% | 29.20%-8.1pp | 32.66%-11.6pp | 217.08%-196.0pp |
| Employer contribution / active EE | $4,985 | $4,237+17.6% | $4,346+14.7% | $4,299+15.9% |
| Participant deferral / active EE | $10,852 | $5,934+82.9% | $6,144+76.6% | $6,507+66.8% |
| Admin fee / account holder | $21,081 | $8,421+150.3% | $7,654+175.4% | $12,624+67.0% |