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 | $19,802 | $95,561-79.3% | $77,163-74.3% | $139,434-85.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 41.74% | 54.92%-13.2pp | 37.87%+3.9pp | 372.94%-331.2pp |
| Employer contribution / active EE | $2,362 | $3,147-25.0% | $2,535-6.8% | $4,751-50.3% |
| Participant deferral / active EE | $11,490 | $4,624+148.5% | $3,833+199.7% | $6,710+71.2% |
| Admin fee / account holder | $2,663 | $8,295-67.9% | $5,472-51.3% | $11,403-76.6% |