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 | $23,482 | $81,446-71.2% | $103,374-77.3% | $80,874-71.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 15.58% | 25.57%-10.0pp | 24.89%-9.3pp | 35.62%-20.0pp |
| Employer contribution / active EE | $2,483 | $3,107-20.1% | $3,869-35.8% | $2,756-9.9% |
| Participant deferral / active EE | $4,963 | $3,870+28.2% | $5,058-1.9% | $4,297+15.5% |
| Admin fee / account holder | $2,755 | $6,715-59.0% | $8,394-67.2% | $6,935-60.3% |