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 | $30,391 | $106,584-71.5% | $101,326-70.0% | $142,382-78.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.89% | 36.93%-15.0pp | 36.82%-14.9pp | 217.08%-195.2pp |
| Employer contribution / active EE | $6,199 | $3,956+56.7% | $3,665+69.1% | $4,299+44.2% |
| Participant deferral / active EE | $13,870 | $8,297+67.2% | $7,994+73.5% | $6,507+113.1% |
| Admin fee / account holder | $4,299 | $11,446-62.4% | $11,185-61.6% | $12,624-65.9% |