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 | $13,740 | $80,717-83.0% | $154,803-91.1% | $84,808-83.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 20.34% | 37.96%-17.6pp | 58.88%-38.5pp | 40.90%-20.6pp |
| Employer contribution / active EE | $1,884 | $2,761-31.8% | $4,305-56.3% | $2,631-28.4% |
| Participant deferral / active EE | $3,364 | $3,303+1.8% | $5,540-39.3% | $4,212-20.1% |
| Admin fee / account holder | $568 | $6,746-91.6% | $14,329-96.0% | $7,344-92.3% |