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 | $18,087 | $77,899-76.8% | $149,673-87.9% | $75,163-75.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 20.66% | 31.72%-11.1pp | 134.42%-113.8pp | 160.62%-140.0pp |
| Employer contribution / active EE | $3,926 | $3,137+25.1% | $4,818-18.5% | $2,670+47.1% |
| Participant deferral / active EE | $3,013 | $3,411-11.7% | $5,680-47.0% | $4,125-27.0% |
| Admin fee / account holder | $1,374 | $5,956-76.9% | $13,210-89.6% | $5,651-75.7% |