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 | $20,871 | $76,407-72.7% | $150,298-86.1% | $82,448-74.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.76% | 39.99%-25.2pp | 62.79%-48.0pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,005 | $2,614-61.6% | $4,154-75.8% | $2,551-60.6% |
| Participant deferral / active EE | $2,738 | $3,214-14.8% | $5,453-49.8% | $4,139-33.8% |
| Admin fee / account holder | $2,747 | $6,352-56.7% | $14,116-80.5% | $7,234-62.0% |