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 | $124,425-80.8% | $112,040-78.6% | $137,256-82.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.82% | 24.72%-5.9pp | 24.52%-5.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,816 | $3,411-17.4% | $2,954-4.7% | $4,156-32.2% |
| Participant deferral / active EE | $5,407 | $5,718-5.4% | $5,098+6.1% | $6,407-15.6% |
| Admin fee / account holder | $1,870 | $15,207-87.7% | $12,098-84.5% | $12,270-84.8% |