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 | $36,821 | $68,573-46.3% | $120,368-69.4% | $80,874-54.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 16.68% | 23.61%-6.9pp | 107.26%-90.6pp | 35.62%-18.9pp |
| Employer contribution / active EE | $3,913 | $2,052+90.7% | $3,465+12.9% | $2,756+42.0% |
| Participant deferral / active EE | $8,424 | $3,174+165.4% | $4,991+68.8% | $4,297+96.1% |
| Admin fee / account holder | $8,862 | $5,734+54.6% | $9,429-6.0% | $6,935+27.8% |