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 8-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 | $20,009 | $71,050-71.8% | $93,606-78.6% | $80,856-75.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 10.71% | 11.26%-0.5pp | 133.20%-122.5pp | 35.59%-24.9pp |
| Employer contribution / active EE | $3,326 | $1,564+112.7% | $2,420+37.4% | $2,755+20.7% |
| Participant deferral / active EE | $1,747 | $4,034-56.7% | $4,411-60.4% | $4,296-59.3% |
| Admin fee / account holder | $3,932 | $6,945-43.4% | $8,285-52.5% | $6,918-43.2% |