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 | $23,935 | $127,065-81.2% | $113,168-78.8% | $142,382-83.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.82% | 24.03%-5.2pp | 24.27%-5.4pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,816 | $3,442-18.2% | $2,975-5.3% | $4,299-34.5% |
| Participant deferral / active EE | $5,407 | $5,716-5.4% | $5,107+5.9% | $6,507-16.9% |
| Admin fee / account holder | $1,870 | $15,736-88.1% | $12,068-84.5% | $12,624-85.2% |