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 | $25,006 | $93,571-73.3% | $135,903-81.6% | $75,163-66.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.67% | 30.90%-10.2pp | 68.23%-47.6pp | 160.62%-140.0pp |
| Employer contribution / active EE | $1,520 | $3,537-57.0% | $4,856-68.7% | $2,670-43.1% |
| Participant deferral / active EE | $2,707 | $6,404-57.7% | $7,758-65.1% | $4,125-34.4% |
| Admin fee / account holder | $5,348 | $6,975-23.3% | $10,762-50.3% | $5,651-5.4% |