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 | $59,606 | $72,071-17.3% | $68,368-12.8% | $137,256-56.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 24.27% | 353.14%-328.9pp | 292.57%-268.3pp | 220.34%-196.1pp |
| Employer contribution / active EE | $4,118 | $2,788+47.7% | $2,649+55.4% | $4,156-0.9% |
| Participant deferral / active EE | $12,385 | $4,410+180.8% | $4,123+200.4% | $6,407+93.3% |
| Admin fee / account holder | $332 | $5,336-93.8% | $5,150-93.6% | $12,270-97.3% |