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 | $13,716 | $72,071-81.0% | $68,368-79.9% | $137,256-90.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 28.22% | 353.14%-324.9pp | 292.57%-264.4pp | 220.34%-192.1pp |
| Employer contribution / active EE | $2,817 | $2,788+1.0% | $2,649+6.3% | $4,156-32.2% |
| Participant deferral / active EE | $2,260 | $4,410-48.8% | $4,123-45.2% | $6,407-64.7% |
| Admin fee / account holder | $4,297 | $5,336-19.5% | $5,150-16.6% | $12,270-65.0% |