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 | $17,060 | $97,125-82.4% | $86,233-80.2% | $137,256-87.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.19% | 74.19%-56.0pp | 61.39%-43.2pp | 220.34%-202.1pp |
| Employer contribution / active EE | $4,181 | $2,841+47.2% | $2,504+67.0% | $4,156+0.6% |
| Participant deferral / active EE | $4,531 | $5,180-12.5% | $4,559-0.6% | $6,407-29.3% |
| Admin fee / account holder | $1,752 | $9,725-82.0% | $8,342-79.0% | $12,270-85.7% |