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 | $30,925 | $74,888-58.7% | $71,209-56.6% | $142,382-78.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.87% | 345.14%-323.3pp | 282.51%-260.6pp | 217.08%-195.2pp |
| Employer contribution / active EE | $3,128 | $2,854+9.6% | $2,721+15.0% | $4,299-27.2% |
| Participant deferral / active EE | $10,335 | $4,454+132.0% | $4,175+147.5% | $6,507+58.8% |
| Admin fee / account holder | $1,237 | $5,568-77.8% | $5,349-76.9% | $12,624-90.2% |