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 | $27,734 | $104,974-73.6% | $95,585-71.0% | $142,382-80.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.90% | 210.33%-192.4pp | 38.56%-20.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,788 | $2,779-35.7% | $2,527-29.2% | $4,299-58.4% |
| Participant deferral / active EE | $7,538 | $4,352+73.2% | $4,023+87.4% | $6,507+15.8% |
| Admin fee / account holder | $4,782 | $6,386-25.1% | $6,127-22.0% | $12,624-62.1% |