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 | $66,736 | $214,378-68.9% | $200,582-66.7% | $142,382-53.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.34% | 46.41%-24.1pp | 42.33%-20.0pp | 217.08%-194.7pp |
| Employer contribution / active EE | $3,739 | $6,841-45.3% | $6,419-41.7% | $4,299-13.0% |
| Participant deferral / active EE | $6,686 | $9,865-32.2% | $9,331-28.3% | $6,507+2.8% |
| Admin fee / account holder | $1,337 | $17,692-92.4% | $16,305-91.8% | $12,624-89.4% |