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 | $61,806 | $111,754-44.7% | $103,333-40.2% | $145,922-57.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.71% | 24.77%-8.1pp | 24.88%-8.2pp | 561.29%-544.6pp |
| Employer contribution / active EE | $13,987 | $4,212+232.0% | $3,868+261.6% | $4,660+200.2% |
| Participant deferral / active EE | $6,811 | $5,619+21.2% | $5,057+34.7% | $6,688+1.8% |
| Admin fee / account holder | $5,151 | $9,750-47.2% | $8,355-38.4% | $13,397-61.6% |