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 | $72,071-70.4% | $68,368-68.8% | $137,256-84.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.43% | 353.14%-333.7pp | 292.57%-273.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,068 | $2,788-25.8% | $2,649-21.9% | $4,156-50.2% |
| Participant deferral / active EE | $7,682 | $4,410+74.2% | $4,123+86.3% | $6,407+19.9% |
| Admin fee / account holder | $2,708 | $5,336-49.3% | $5,150-47.4% | $12,270-77.9% |