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 | $58,870 | $106,584-44.8% | $101,326-41.9% | $142,382-58.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.82% | 36.93%-21.1pp | 36.82%-21.0pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,325 | $3,956-41.2% | $3,665-36.6% | $4,299-45.9% |
| Participant deferral / active EE | $6,633 | $8,297-20.1% | $7,994-17.0% | $6,507+1.9% |
| Admin fee / account holder | $9,039 | $11,446-21.0% | $11,185-19.2% | $12,624-28.4% |