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 | $20,802 | $74,888-72.2% | $71,209-70.8% | $142,382-85.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 31.52% | 345.14%-313.6pp | 282.51%-251.0pp | 217.08%-185.6pp |
| Employer contribution / active EE | $6,893 | $2,854+141.5% | $2,721+153.3% | $4,299+60.3% |
| Participant deferral / active EE | $5,354 | $4,454+20.2% | $4,175+28.2% | $6,507-17.7% |
| Admin fee / account holder | $2,120 | $5,568-61.9% | $5,349-60.4% | $12,624-83.2% |