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 | $14,058 | $100,773-86.0% | $88,946-84.2% | $142,382-90.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.14% | 70.18%-52.0pp | 57.82%-39.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,174 | $2,918-25.5% | $2,555-14.9% | $4,299-49.4% |
| Participant deferral / active EE | $2,980 | $5,230-43.0% | $4,581-35.0% | $6,507-54.2% |
| Admin fee / account holder | $3,441 | $9,693-64.5% | $8,261-58.4% | $12,624-72.7% |