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 6-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 | $28,554 | $77,164-63.0% | $178,014-84.0% | $80,874-64.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 11.25% | 18.09%-6.8pp | 294.80%-283.6pp | 35.62%-24.4pp |
| Employer contribution / active EE | $1,641 | $2,288-28.3% | $3,950-58.5% | $2,756-40.5% |
| Participant deferral / active EE | $4,019 | $4,408-8.8% | $6,276-36.0% | $4,297-6.5% |
| Admin fee / account holder | $5,007 | $7,164-30.1% | $10,362-51.7% | $6,935-27.8% |