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 | $28,411 | $111,535-74.5% | $105,223-73.0% | $137,256-79.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.46% | 237.85%-221.4pp | 180.65%-164.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,074 | $3,939-47.4% | $3,689-43.8% | $4,156-50.1% |
| Participant deferral / active EE | $4,059 | $5,500-26.2% | $5,072-20.0% | $6,407-36.6% |
| Admin fee / account holder | $5,033 | $9,721-48.2% | $8,859-43.2% | $12,270-59.0% |