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 | $33,256 | $111,754-70.2% | $103,333-67.8% | $145,922-77.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.75% | 24.77%-7.0pp | 24.88%-7.1pp | 561.29%-543.5pp |
| Employer contribution / active EE | $18,334 | $4,212+335.2% | $3,868+374.0% | $4,660+293.5% |
| Participant deferral / active EE | $4,668 | $5,619-16.9% | $5,057-7.7% | $6,688-30.2% |
| Admin fee / account holder | $395 | $9,750-95.9% | $8,355-95.3% | $13,397-97.1% |