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 | $26,333 | $81,460-67.7% | $103,333-74.5% | $80,856-67.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.29% | 25.55%-12.3pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,454 | $3,105-21.0% | $3,868-36.6% | $2,755-10.9% |
| Participant deferral / active EE | $7,242 | $3,869+87.2% | $5,057+43.2% | $4,296+68.6% |
| Admin fee / account holder | $3,381 | $6,566-48.5% | $8,355-59.5% | $6,918-51.1% |