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 | $71,829-56.2% | $69,780-55.0% | $142,382-77.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 23.22% | 31.01%-7.8pp | 26.31%-3.1pp | 217.08%-193.9pp |
| Employer contribution / active EE | $6,068 | $4,385+38.4% | $4,168+45.6% | $4,299+41.1% |
| Participant deferral / active EE | $7,118 | $6,819+4.4% | $6,164+15.5% | $6,507+9.4% |
| Admin fee / account holder | $2,974 | $7,818-62.0% | $7,285-59.2% | $12,624-76.4% |