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 | $32,215 | $100,773-68.0% | $88,946-63.8% | $142,382-77.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.32% | 70.18%-51.9pp | 57.82%-39.5pp | 217.08%-198.8pp |
| Employer contribution / active EE | $4,473 | $2,918+53.3% | $2,555+75.1% | $4,299+4.0% |
| Participant deferral / active EE | $5,750 | $5,230+9.9% | $4,581+25.5% | $6,507-11.6% |
| Admin fee / account holder | $5,708 | $9,693-41.1% | $8,261-30.9% | $12,624-54.8% |