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 | $49,433 | $109,881-55.0% | $150,045-67.1% | $84,808-41.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 63.47% | 28.25%+35.2pp | 62.55%+0.9pp | 40.90%+22.6pp |
| Employer contribution / active EE | $4,811 | $3,561+35.1% | $4,693+2.5% | $2,631+82.9% |
| Participant deferral / active EE | $10,265 | $6,636+54.7% | $7,997+28.4% | $4,212+143.7% |
| Admin fee / account holder | $852 | $8,568-90.1% | $13,435-93.7% | $7,344-88.4% |