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 3-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 | $26,987 | $56,053-51.9% | $75,972-64.5% | $80,856-66.6% |
| Participation rate | 94.1% | 62.0%+32.1pp | 69.1%+25.1pp | 67.6%+26.5pp |
| Annual return | 10.78% | 20.53%-9.8pp | 359.55%-348.8pp | 35.59%-24.8pp |
| Employer contribution / active EE | $4,716 | $1,874+151.6% | $2,685+75.6% | $2,755+71.2% |
| Participant deferral / active EE | $4,530 | $3,052+48.4% | $4,255+6.4% | $4,296+5.4% |
| Admin fee / account holder | $2,179 | $5,234-58.4% | $6,467-66.3% | $6,918-68.5% |