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 | $44,144 | $104,974-57.9% | $95,585-53.8% | $142,382-69.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.95% | 210.33%-196.4pp | 38.56%-24.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,978 | $2,779+7.2% | $2,527+17.9% | $4,299-30.7% |
| Participant deferral / active EE | $5,258 | $4,352+20.8% | $4,023+30.7% | $6,507-19.2% |
| Admin fee / account holder | $1,105 | $6,386-82.7% | $6,127-82.0% | $12,624-91.2% |