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 | $44,431 | $97,125-54.3% | $86,233-48.5% | $137,256-67.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 28.23% | 74.19%-46.0pp | 61.39%-33.2pp | 220.34%-192.1pp |
| Employer contribution / active EE | $3,367 | $2,841+18.5% | $2,504+34.4% | $4,156-19.0% |
| Participant deferral / active EE | $12,494 | $5,180+141.2% | $4,559+174.0% | $6,407+95.0% |
| Admin fee / account holder | $4,838 | $9,725-50.2% | $8,342-42.0% | $12,270-60.6% |