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 3-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 | $21,344 | $74,888-71.5% | $71,209-70.0% | $142,382-85.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.43% | 345.14%-325.7pp | 282.51%-263.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,068 | $2,854-27.6% | $2,721-24.0% | $4,299-51.9% |
| Participant deferral / active EE | $7,682 | $4,454+72.5% | $4,175+84.0% | $6,507+18.0% |
| Admin fee / account holder | $2,708 | $5,568-51.4% | $5,349-49.4% | $12,624-78.6% |