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 | $16,271 | $51,638-68.5% | $68,368-76.2% | $82,448-80.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 23.16% | 37.53%-14.4pp | 292.57%-269.4pp | 41.64%-18.5pp |
| Employer contribution / active EE | $3,188 | $2,047+55.8% | $2,649+20.4% | $2,551+25.0% |
| Participant deferral / active EE | $4,248 | $2,914+45.8% | $4,123+3.0% | $4,139+2.6% |
| Admin fee / account holder | $1,086 | $4,643-76.6% | $5,150-78.9% | $7,234-85.0% |