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 | $26,811 | $106,749-74.9% | $145,433-81.6% | $82,448-67.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 22.47% | 27.59%-5.1pp | 66.58%-44.1pp | 41.64%-19.2pp |
| Employer contribution / active EE | $4,183 | $3,444+21.4% | $4,554-8.2% | $2,551+64.0% |
| Participant deferral / active EE | $5,443 | $6,519-16.5% | $7,897-31.1% | $4,139+31.5% |
| Admin fee / account holder | $1,205 | $8,390-85.6% | $13,129-90.8% | $7,234-83.3% |