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 | $28,400 | $107,452-73.6% | $91,541-69.0% | $142,382-80.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 10.17% | 22.06%-11.9pp | 20.50%-10.3pp | 217.08%-206.9pp |
| Employer contribution / active EE | $3,600 | $2,994+20.2% | $2,505+43.7% | $4,299-16.3% |
| Participant deferral / active EE | $6,800 | $4,754+43.0% | $4,008+69.7% | $6,507+4.5% |
| Admin fee / account holder | $23,333 | $8,834+164.1% | $6,956+235.4% | $12,624+84.8% |