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 | $27,801 | $100,773-72.4% | $88,946-68.7% | $142,382-80.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.42% | 70.18%-49.8pp | 57.82%-37.4pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,189 | $2,918-25.0% | $2,555-14.3% | $4,299-49.1% |
| Participant deferral / active EE | $4,535 | $5,230-13.3% | $4,581-1.0% | $6,507-30.3% |
| Admin fee / account holder | $3,730 | $9,693-61.5% | $8,261-54.8% | $12,624-70.5% |