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 | $45,550 | $112,729-59.6% | $98,716-53.9% | $137,256-66.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 20.43% | 38.48%-18.1pp | 31.81%-11.4pp | 220.34%-199.9pp |
| Employer contribution / active EE | $6,460 | $2,725+137.0% | $2,279+183.5% | $4,156+55.4% |
| Participant deferral / active EE | $16,830 | $4,640+262.7% | $4,048+315.8% | $6,407+162.7% |
| Admin fee / account holder | $6,870 | $10,129-32.2% | $8,703-21.1% | $12,270-44.0% |