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 | $23,953 | $73,787-67.5% | $98,716-75.7% | $82,448-70.9% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 22.72% | 18.57%+4.2pp | 31.81%-9.1pp | 41.64%-18.9pp |
| Employer contribution / active EE | $5,615 | $1,511+271.5% | $2,279+146.4% | $2,551+120.1% |
| Participant deferral / active EE | $2,452 | $3,081-20.4% | $4,048-39.4% | $4,139-40.8% |
| Admin fee / account holder | $800 | $6,500-87.7% | $8,703-90.8% | $7,234-88.9% |