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 | $38,373 | $100,773-61.9% | $88,946-56.9% | $142,382-73.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 25.90% | 70.18%-44.3pp | 57.82%-31.9pp | 217.08%-191.2pp |
| Employer contribution / active EE | $4,687 | $2,918+60.7% | $2,555+83.5% | $4,299+9.0% |
| Participant deferral / active EE | $10,223 | $5,230+95.5% | $4,581+123.1% | $6,507+57.1% |
| Admin fee / account holder | $330 | $9,693-96.6% | $8,261-96.0% | $12,624-97.4% |