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 | $16,267 | $74,888-78.3% | $71,209-77.2% | $142,382-88.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.73% | 345.14%-329.4pp | 282.51%-266.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,821 | $2,854+33.8% | $2,721+40.4% | $4,299-11.1% |
| Participant deferral / active EE | $9,531 | $4,454+114.0% | $4,175+128.3% | $6,507+46.5% |
| Admin fee / account holder | $1,339 | $5,568-76.0% | $5,349-75.0% | $12,624-89.4% |