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 | $39,764 | $201,272-80.2% | $184,203-78.4% | $145,922-72.7% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 20.44% | 29.00%-8.6pp | 28.81%-8.4pp | 561.29%-540.8pp |
| Employer contribution / active EE | $6,337 | $7,022-9.8% | $6,427-1.4% | $4,660+36.0% |
| Participant deferral / active EE | $14,692 | $9,806+49.8% | $9,131+60.9% | $6,688+119.7% |
| Admin fee / account holder | $13,298 | $16,364-18.7% | $13,901-4.3% | $13,397-0.7% |