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 10-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 | $22,756 | $63,861-64.4% | $104,607-78.2% | $79,858-71.5% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 13.81% | 21.30%-7.5pp | 340.46%-326.7pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,529 | $1,588+59.2% | $2,681-5.7% | $2,471+2.3% |
| Participant deferral / active EE | $4,411 | $2,693+63.8% | $3,740+17.9% | $3,740+17.9% |
| Admin fee / account holder | $703 | $4,185-83.2% | $6,473-89.1% | $5,306-86.8% |