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 | $16,596 | $148,534-88.8% | $135,903-87.8% | $139,434-88.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.80% | 79.19%-61.4pp | 68.23%-50.4pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,512 | $5,243-71.2% | $4,856-68.9% | $4,751-68.2% |
| Participant deferral / active EE | $4,600 | $8,100-43.2% | $7,758-40.7% | $6,710-31.4% |
| Admin fee / account holder | $679 | $12,400-94.5% | $10,762-93.7% | $11,403-94.0% |