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 | $4,902 | $74,888-93.5% | $71,209-93.1% | $142,382-96.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.33% | 345.14%-324.8pp | 282.51%-262.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,791 | $2,854-37.3% | $2,721-34.2% | $4,299-58.3% |
| Participant deferral / active EE | $2,906 | $4,454-34.8% | $4,175-30.4% | $6,507-55.3% |
| Admin fee / account holder | $543 | $5,568-90.3% | $5,349-89.9% | $12,624-95.7% |