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 | $24,261 | $148,534-83.7% | $135,903-82.1% | $139,434-82.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.75% | 79.19%-59.4pp | 68.23%-48.5pp | 372.94%-353.2pp |
| Employer contribution / active EE | $2,018 | $5,243-61.5% | $4,856-58.5% | $4,751-57.5% |
| Participant deferral / active EE | $2,817 | $8,100-65.2% | $7,758-63.7% | $6,710-58.0% |
| Admin fee / account holder | $1,991 | $12,400-83.9% | $10,762-81.5% | $11,403-82.5% |