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 | $23,653 | $202,432-88.3% | $169,368-86.0% | $139,434-83.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.63% | 531.74%-510.1pp | 405.60%-384.0pp | 372.94%-351.3pp |
| Employer contribution / active EE | $2,679 | $4,692-42.9% | $4,013-33.2% | $4,751-43.6% |
| Participant deferral / active EE | $4,350 | $6,938-37.3% | $6,221-30.1% | $6,710-35.2% |
| Admin fee / account holder | $2,055 | $10,708-80.8% | $9,003-77.2% | $11,403-82.0% |