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 | $7,254 | $87,166-91.7% | $76,735-90.5% | $137,256-94.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 21.09% | 26.50%-5.4pp | 29.77%-8.7pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,375 | $2,904-52.7% | $2,454-44.0% | $4,156-66.9% |
| Participant deferral / active EE | $2,225 | $4,726-52.9% | $4,088-45.6% | $6,407-65.3% |
| Admin fee / account holder | $2,471 | $8,403-70.6% | $7,189-65.6% | $12,270-79.9% |