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 | $35,384 | $109,881-67.8% | $150,045-76.4% | $84,808-58.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 23.79% | 28.25%-4.5pp | 62.55%-38.8pp | 40.90%-17.1pp |
| Employer contribution / active EE | $2,175 | $3,561-38.9% | $4,693-53.7% | $2,631-17.3% |
| Participant deferral / active EE | $6,573 | $6,636-1.0% | $7,997-17.8% | $4,212+56.1% |
| Admin fee / account holder | $2,153 | $8,568-74.9% | $13,435-84.0% | $7,344-70.7% |