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 | $40,437 | $58,627-31.0% | $76,735-47.3% | $82,448-51.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 17.91% | 39.10%-21.2pp | 29.77%-11.9pp | 41.64%-23.7pp |
| Employer contribution / active EE | $4,661 | $1,729+169.6% | $2,454+89.9% | $2,551+82.7% |
| Participant deferral / active EE | $8,529 | $3,134+172.2% | $4,088+108.6% | $4,139+106.0% |
| Admin fee / account holder | $6,011 | $5,323+12.9% | $7,189-16.4% | $7,234-16.9% |