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 | $26,120 | $109,881-76.2% | $150,045-82.6% | $84,808-69.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.02% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $3,041 | $3,561-14.6% | $4,693-35.2% | $2,631+15.6% |
| Participant deferral / active EE | $5,832 | $6,636-12.1% | $7,997-27.1% | $4,212+38.5% |
| Admin fee / account holder | $3,612 | $8,568-57.8% | $13,435-73.1% | $7,344-50.8% |