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 | $60,892-33.6% | $82,389-50.9% | $84,808-52.3% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 17.91% | 37.29%-19.4pp | 28.67%-10.8pp | 40.90%-23.0pp |
| Employer contribution / active EE | $4,661 | $1,779+162.0% | $2,517+85.2% | $2,631+77.2% |
| Participant deferral / active EE | $8,529 | $3,179+168.3% | $4,155+105.3% | $4,212+102.5% |
| Admin fee / account holder | $6,011 | $5,467+9.9% | $7,231-16.9% | $7,344-18.2% |