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 | $21,167 | $118,427-82.1% | $66,042-67.9% | $142,382-85.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 18.89% | 35.57%-16.7pp | 52.11%-33.2pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,261 | $2,570+26.9% | $1,579+106.5% | $4,299-24.1% |
| Participant deferral / active EE | $4,226 | $4,311-2.0% | $2,835+49.0% | $6,507-35.1% |
| Admin fee / account holder | $3,200 | $9,593-66.6% | $5,747-44.3% | $12,624-74.7% |