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 | $74,888-81.7% | $71,209-80.7% | $142,382-90.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 28.22% | 345.14%-316.9pp | 282.51%-254.3pp | 217.08%-188.9pp |
| Employer contribution / active EE | $2,817 | $2,854-1.3% | $2,721+3.5% | $4,299-34.5% |
| Participant deferral / active EE | $2,260 | $4,454-49.3% | $4,175-45.9% | $6,507-65.3% |
| Admin fee / account holder | $4,297 | $5,568-22.8% | $5,349-19.7% | $12,624-66.0% |