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 | $27,713 | $89,753-69.1% | $107,525-74.2% | $84,808-67.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 19.56% | 29.48%-9.9pp | 181.32%-161.8pp | 40.90%-21.3pp |
| Employer contribution / active EE | $2,667 | $3,113-14.3% | $3,754-28.9% | $2,631+1.4% |
| Participant deferral / active EE | $4,099 | $4,056+1.1% | $5,116-19.9% | $4,212-2.7% |
| Admin fee / account holder | $3,191 | $7,222-55.8% | $8,919-64.2% | $7,344-56.6% |