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 | $33,537 | $39,122-14.3% | $57,179-41.3% | $62,891-46.7% |
| Participation rate | 95.3% | 70.5%+24.8pp | 75.3%+20.0pp | 69.3%+26.0pp |
| Annual return | 5.90% | 9.23%-3.3pp | 14.59%-8.7pp | 20.14%-14.2pp |
| Employer contribution / active EE | $4,182 | $1,874+123.2% | $2,682+55.9% | $2,281+83.4% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $435 | $2,592-83.2% | $3,139-86.1% | $4,296-89.9% |