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 | $46,662 | $100,773-53.7% | $88,946-47.5% | $142,382-67.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 23.54% | 70.18%-46.6pp | 57.82%-34.3pp | 217.08%-193.5pp |
| Employer contribution / active EE | $4,445 | $2,918+52.4% | $2,555+74.0% | $4,299+3.4% |
| Participant deferral / active EE | $11,806 | $5,230+125.7% | $4,581+157.7% | $6,507+81.4% |
| Admin fee / account holder | $1,063 | $9,693-89.0% | $8,261-87.1% | $12,624-91.6% |