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 | $39,344 | $51,315-23.3% | $95,745-58.9% | $71,457-44.9% |
| Participation rate | 100.0% | 63.0%+37.0pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 17.12% | 25.26%-8.1pp | 28.35%-11.2pp | 28.85%-11.7pp |
| Employer contribution / active EE | $2,604 | $1,819+43.2% | $2,835-8.1% | $2,588+0.6% |
| Participant deferral / active EE | $5,033 | $3,358+49.9% | $4,245+18.6% | $4,289+17.4% |
| Admin fee / account holder | $1,234 | $1,137+8.6% | $5,678-78.3% | $1,587-22.2% |