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 | $44,988 | $95,266-52.8% | $82,389-45.4% | $142,382-68.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 18.60% | 25.74%-7.1pp | 28.67%-10.1pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,939 | $2,991-35.2% | $2,517-23.0% | $4,299-54.9% |
| Participant deferral / active EE | $6,861 | $4,809+42.7% | $4,155+65.1% | $6,507+5.4% |
| Admin fee / account holder | $2,774 | $8,563-67.6% | $7,231-61.6% | $12,624-78.0% |