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 | $32,416 | $80,717-59.8% | $154,803-79.1% | $84,808-61.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.23% | 37.96%-21.7pp | 58.88%-42.6pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,889 | $2,761+4.6% | $4,305-32.9% | $2,631+9.8% |
| Participant deferral / active EE | $2,910 | $3,303-11.9% | $5,540-47.5% | $4,212-30.9% |
| Admin fee / account holder | $4,125 | $6,746-38.8% | $14,329-71.2% | $7,344-43.8% |