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 | $63,950 | $114,381-44.1% | $107,525-40.5% | $142,382-55.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 39.06% | 242.71%-203.6pp | 181.32%-142.3pp | 217.08%-178.0pp |
| Employer contribution / active EE | $4,162 | $4,015+3.7% | $3,754+10.9% | $4,299-3.2% |
| Participant deferral / active EE | $7,927 | $5,564+42.5% | $5,116+55.0% | $6,507+21.8% |
| Admin fee / account holder | $1,435 | $9,860-85.5% | $8,919-83.9% | $12,624-88.6% |