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 | $52,124 | $124,425-58.1% | $112,040-53.5% | $137,256-62.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 20.79% | 24.72%-3.9pp | 24.52%-3.7pp | 220.34%-199.6pp |
| Employer contribution / active EE | $4,011 | $3,411+17.6% | $2,954+35.8% | $4,156-3.5% |
| Participant deferral / active EE | $7,000 | $5,718+22.4% | $5,098+37.3% | $6,407+9.3% |
| Admin fee / account holder | $344 | $15,207-97.7% | $12,098-97.2% | $12,270-97.2% |