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 | $27,232 | $93,571-70.9% | $135,903-80.0% | $75,163-63.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 21.25% | 30.90%-9.7pp | 68.23%-47.0pp | 160.62%-139.4pp |
| Employer contribution / active EE | $2,559 | $3,537-27.7% | $4,856-47.3% | $2,670-4.2% |
| Participant deferral / active EE | $5,836 | $6,404-8.9% | $7,758-24.8% | $4,125+41.5% |
| Admin fee / account holder | $773 | $6,975-88.9% | $10,762-92.8% | $5,651-86.3% |