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 | $33,078 | $67,411-50.9% | $91,001-63.7% | $70,131-52.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 18.61% | -40.16%+58.8pp | 4.60%+14.0pp | 73.14%-54.5pp |
| Employer contribution / active EE | $3,462 | $1,786+93.8% | $2,456+41.0% | $2,342+47.8% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,547-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,613 | $4,236-61.9% | $5,417-70.2% | $4,645-65.3% |