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 | $43,894 | $100,773-56.4% | $88,946-50.7% | $142,382-69.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.54% | 70.18%-53.6pp | 57.82%-41.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $4,234 | $2,918+45.1% | $2,555+65.7% | $4,299-1.5% |
| Participant deferral / active EE | $10,991 | $5,230+110.1% | $4,581+139.9% | $6,507+68.9% |
| Admin fee / account holder | $7,574 | $9,693-21.9% | $8,261-8.3% | $12,624-40.0% |