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 | $18,069 | $177,572-89.8% | $154,803-88.3% | $142,382-87.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.50% | 65.07%-44.6pp | 58.88%-38.4pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,438 | $4,810-70.1% | $4,305-66.6% | $4,299-66.5% |
| Participant deferral / active EE | $7,746 | $6,272+23.5% | $5,540+39.8% | $6,507+19.0% |
| Admin fee / account holder | $1,053 | $16,786-93.7% | $14,329-92.7% | $12,624-91.7% |