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 | $51,963 | $111,814-53.5% | $103,374-49.7% | $145,959-64.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.34% | 24.77%-6.4pp | 24.89%-6.5pp | 561.95%-543.6pp |
| Employer contribution / active EE | $4,076 | $4,214-3.3% | $3,869+5.4% | $4,661-12.5% |
| Participant deferral / active EE | $9,941 | $5,618+76.9% | $5,058+96.6% | $6,689+48.6% |
| Admin fee / account holder | $1,319 | $9,754-86.5% | $8,394-84.3% | $13,398-90.2% |