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 | $30,166 | $99,877-69.8% | $84,966-64.5% | $145,922-79.3% |
| Participation rate | 91.3% | 74.1%+17.2pp | 67.5%+23.8pp | 80.3%+11.0pp |
| Annual return | 13.22% | 83.76%-70.5pp | 66.38%-53.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $3,426 | $3,231+6.0% | $2,727+25.6% | $4,660-26.5% |
| Participant deferral / active EE | $7,322 | $5,291+38.4% | $4,519+62.0% | $6,688+9.5% |
| Admin fee / account holder | $900 | $7,248-87.6% | $6,149-85.4% | $13,397-93.3% |