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 | $7,285 | $54,705-86.7% | $71,209-89.8% | $84,808-91.4% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 21.03% | 35.90%-14.9pp | 282.51%-261.5pp | 40.90%-19.9pp |
| Employer contribution / active EE | $3,762 | $2,158+74.3% | $2,721+38.3% | $2,631+43.0% |
| Participant deferral / active EE | $5,071 | $3,030+67.3% | $4,175+21.5% | $4,212+20.4% |
| Admin fee / account holder | $706 | $4,863-85.5% | $5,349-86.8% | $7,344-90.4% |