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 | $16,909 | $104,974-83.9% | $95,585-82.3% | $142,382-88.1% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 12.18% | 210.33%-198.1pp | 38.56%-26.4pp | 217.08%-204.9pp |
| Employer contribution / active EE | $3,557 | $2,779+28.0% | $2,527+40.8% | $4,299-17.3% |
| Participant deferral / active EE | $4,407 | $4,352+1.3% | $4,023+9.6% | $6,507-32.3% |
| Admin fee / account holder | $19,782 | $6,386+209.8% | $6,127+222.9% | $12,624+56.7% |