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 | $60,309 | $112,729-46.5% | $98,716-38.9% | $137,256-56.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 35.16% | 38.48%-3.3pp | 31.81%+3.4pp | 220.34%-185.2pp |
| Employer contribution / active EE | $5,750 | $2,725+111.0% | $2,279+152.3% | $4,156+38.3% |
| Participant deferral / active EE | $9,044 | $4,640+94.9% | $4,048+123.4% | $6,407+41.2% |
| Admin fee / account holder | $2,723 | $10,129-73.1% | $8,703-68.7% | $12,270-77.8% |