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 3-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 | $31,861 | $109,881-71.0% | $150,045-78.8% | $84,808-62.4% |
| Participation rate | 90.3% | 76.1%+14.2pp | 82.3%+8.0pp | 68.3%+22.0pp |
| Annual return | 40.56% | 28.25%+12.3pp | 62.55%-22.0pp | 40.90%-0.3pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $13,573 | $6,636+104.5% | $7,997+69.7% | $4,212+222.3% |
| Admin fee / account holder | $527 | $8,568-93.9% | $13,435-96.1% | $7,344-92.8% |