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 | $14,744 | $100,773-85.4% | $88,946-83.4% | $142,382-89.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.69% | 70.18%-50.5pp | 57.82%-38.1pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,515 | $2,918-48.1% | $2,555-40.7% | $4,299-64.8% |
| Participant deferral / active EE | $5,495 | $5,230+5.1% | $4,581+19.9% | $6,507-15.6% |
| Admin fee / account holder | $739 | $9,693-92.4% | $8,261-91.1% | $12,624-94.1% |