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 | $11,653 | $94,338-87.6% | $100,534-88.4% | $142,382-91.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 21.19% | 29.20%-8.0pp | 32.66%-11.5pp | 217.08%-195.9pp |
| Employer contribution / active EE | $6,402 | $4,237+51.1% | $4,346+47.3% | $4,299+48.9% |
| Participant deferral / active EE | $7,322 | $5,934+23.4% | $6,144+19.2% | $6,507+12.5% |
| Admin fee / account holder | $1,738 | $8,421-79.4% | $7,654-77.3% | $12,624-86.2% |