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 | $26,497 | $102,317-74.1% | $146,958-82.0% | $80,856-67.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.62% | 134.76%-119.1pp | 418.34%-402.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,926 | $3,713-48.1% | $4,933-61.0% | $2,755-30.1% |
| Participant deferral / active EE | $4,189 | $6,644-36.9% | $8,070-48.1% | $4,296-2.5% |
| Admin fee / account holder | $2,515 | $7,941-68.3% | $12,998-80.7% | $6,918-63.7% |