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 | $62,697 | $239,571-73.8% | $183,328-65.8% | $137,256-54.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 20.27% | 35.69%-15.4pp | 29.67%-9.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $10,353 | $6,148+68.4% | $5,055+104.8% | $4,156+149.1% |
| Participant deferral / active EE | $3,442 | $7,995-57.0% | $6,795-49.4% | $6,407-46.3% |
| Admin fee / account holder | $2,066 | $30,059-93.1% | $21,427-90.4% | $12,270-83.2% |