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 | $26,043 | $79,944-67.4% | $98,439-73.5% | $75,163-65.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 24.87% | 19.75%+5.1pp | 21.16%+3.7pp | 160.62%-135.7pp |
| Employer contribution / active EE | $2,172 | $2,264-4.0% | $3,048-28.7% | $2,670-18.6% |
| Participant deferral / active EE | $6,035 | $3,752+60.9% | $4,738+27.4% | $4,125+46.3% |
| Admin fee / account holder | $1,277 | $6,840-81.3% | $8,948-85.7% | $5,651-77.4% |