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 | $10,258 | $80,717-87.3% | $154,803-93.4% | $84,808-87.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 22.10% | 37.96%-15.9pp | 58.88%-36.8pp | 40.90%-18.8pp |
| Employer contribution / active EE | $1,658 | $2,761-39.9% | $4,305-61.5% | $2,631-37.0% |
| Participant deferral / active EE | $3,728 | $3,303+12.9% | $5,540-32.7% | $4,212-11.5% |
| Admin fee / account holder | $558 | $6,746-91.7% | $14,329-96.1% | $7,344-92.4% |