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 | $34,713 | $72,071-51.8% | $68,368-49.2% | $137,256-74.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.90% | 353.14%-337.2pp | 292.57%-276.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $3,283 | $2,788+17.7% | $2,649+23.9% | $4,156-21.0% |
| Participant deferral / active EE | $6,857 | $4,410+55.5% | $4,123+66.3% | $6,407+7.0% |
| Admin fee / account holder | $7,640 | $5,336+43.2% | $5,150+48.4% | $12,270-37.7% |