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 | $17,555 | $69,207-74.6% | $64,056-72.6% | $139,434-87.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 25.94% | 45.88%-19.9pp | 33.69%-7.7pp | 372.94%-347.0pp |
| Employer contribution / active EE | $3,208 | $3,182+0.8% | $2,747+16.8% | $4,751-32.5% |
| Participant deferral / active EE | $7,151 | $4,682+52.7% | $3,880+84.3% | $6,710+6.6% |
| Admin fee / account holder | $1,473 | $4,244-65.3% | $3,068-52.0% | $11,403-87.1% |