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 | $25,544 | $88,672-71.2% | $105,223-75.7% | $82,448-69.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 25.52% | 30.86%-5.3pp | 180.65%-155.1pp | 41.64%-16.1pp |
| Employer contribution / active EE | $2,557 | $3,048-16.1% | $3,689-30.7% | $2,551+0.2% |
| Participant deferral / active EE | $4,759 | $4,036+17.9% | $5,072-6.2% | $4,139+15.0% |
| Admin fee / account holder | $1,727 | $7,146-75.8% | $8,859-80.5% | $7,234-76.1% |