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 | $29,279 | $104,974-72.1% | $95,585-69.4% | $142,382-79.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.44% | 210.33%-189.9pp | 38.56%-18.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $3,322 | $2,779+19.6% | $2,527+31.5% | $4,299-22.7% |
| Participant deferral / active EE | $4,827 | $4,352+10.9% | $4,023+20.0% | $6,507-25.8% |
| Admin fee / account holder | $1,116 | $6,386-82.5% | $6,127-81.8% | $12,624-91.2% |