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 | $238,490-73.7% | $180,183-65.2% | $142,382-56.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 20.27% | 33.56%-13.3pp | 27.86%-7.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $10,353 | $6,143+68.5% | $5,039+105.5% | $4,299+140.8% |
| Participant deferral / active EE | $3,442 | $7,996-57.0% | $6,822-49.6% | $6,507-47.1% |
| Admin fee / account holder | $2,066 | $28,866-92.8% | $19,975-89.7% | $12,624-83.6% |