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 | $31,435 | $70,532-55.4% | $68,948-54.4% | $137,256-77.1% |
| Participation rate | 100.0% | 81.0%+19.0pp | 79.2%+20.8pp | 80.0%+20.0pp |
| Annual return | 23.22% | 32.56%-9.3pp | 28.39%-5.2pp | 220.34%-197.1pp |
| Employer contribution / active EE | $6,068 | $4,355+39.3% | $4,165+45.7% | $4,156+46.0% |
| Participant deferral / active EE | $7,118 | $6,773+5.1% | $6,186+15.1% | $6,407+11.1% |
| Admin fee / account holder | $2,974 | $7,916-62.4% | $7,539-60.5% | $12,270-75.8% |