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 | $38,968 | $87,166-55.3% | $76,735-49.2% | $137,256-71.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 26.12% | 26.50%-0.4pp | 29.77%-3.6pp | 220.34%-194.2pp |
| Employer contribution / active EE | $1,452 | $2,904-50.0% | $2,454-40.8% | $4,156-65.1% |
| Participant deferral / active EE | $9,928 | $4,726+110.1% | $4,088+142.9% | $6,407+55.0% |
| Admin fee / account holder | $4,589 | $8,403-45.4% | $7,189-36.2% | $12,270-62.6% |