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 | $80,717-74.1% | $154,803-86.5% | $84,808-75.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.76% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,005 | $2,761-63.6% | $4,305-76.7% | $2,631-61.8% |
| Participant deferral / active EE | $2,738 | $3,303-17.1% | $5,540-50.6% | $4,212-35.0% |
| Admin fee / account holder | $2,747 | $6,746-59.3% | $14,329-80.8% | $7,344-62.6% |