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 | $36,784 | $106,584-65.5% | $101,326-63.7% | $142,382-74.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 66.26% | 36.93%+29.3pp | 36.82%+29.4pp | 217.08%-150.8pp |
| Employer contribution / active EE | $7,490 | $3,956+89.3% | $3,665+104.3% | $4,299+74.2% |
| Participant deferral / active EE | $14,372 | $8,297+73.2% | $7,994+79.8% | $6,507+120.9% |
| Admin fee / account holder | $5,388 | $11,446-52.9% | $11,185-51.8% | $12,624-57.3% |