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 | $67,713 | $80,717-16.1% | $154,803-56.3% | $84,808-20.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 24.41% | 37.96%-13.5pp | 58.88%-34.5pp | 40.90%-16.5pp |
| Employer contribution / active EE | $12,753 | $2,761+361.8% | $4,305+196.2% | $2,631+384.7% |
| Participant deferral / active EE | $9,841 | $3,303+197.9% | $5,540+77.6% | $4,212+133.7% |
| Admin fee / account holder | $3,489 | $6,746-48.3% | $14,329-75.6% | $7,344-52.5% |