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 | $30,440 | $112,729-73.0% | $98,716-69.2% | $137,256-77.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.35% | 38.48%-19.1pp | 31.81%-12.5pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,152 | $2,725-21.0% | $2,279-5.6% | $4,156-48.2% |
| Participant deferral / active EE | $3,579 | $4,640-22.9% | $4,048-11.6% | $6,407-44.1% |
| Admin fee / account holder | $1,208 | $10,129-88.1% | $8,703-86.1% | $12,270-90.2% |