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 | $33,508 | $94,338-64.5% | $100,534-66.7% | $142,382-76.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 17.00% | 29.20%-12.2pp | 32.66%-15.7pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,706 | $4,237-12.5% | $4,346-14.7% | $4,299-13.8% |
| Participant deferral / active EE | $5,049 | $5,934-14.9% | $6,144-17.8% | $6,507-22.4% |
| Admin fee / account holder | $979 | $8,421-88.4% | $7,654-87.2% | $12,624-92.2% |