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 | $19,391 | $75,828-74.4% | $147,614-86.9% | $59,632-67.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 7.20% | 0.37%+6.8pp | 61.98%-54.8pp | 2041.28%-2034.1pp |
| Employer contribution / active EE | $1,639 | $3,485-53.0% | $5,564-70.5% | $2,203-25.6% |
| Participant deferral / active EE | $1,863 | $3,130-40.5% | $4,895-61.9% | $3,192-41.6% |
| Admin fee / account holder | $2,074 | $5,985-65.4% | $11,611-82.1% | $4,297-51.7% |