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 | $24,434 | $148,534-83.5% | $135,903-82.0% | $139,434-82.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.67% | 79.19%-58.5pp | 68.23%-47.6pp | 372.94%-352.3pp |
| Employer contribution / active EE | $2,158 | $5,243-58.8% | $4,856-55.6% | $4,751-54.6% |
| Participant deferral / active EE | $5,343 | $8,100-34.0% | $7,758-31.1% | $6,710-20.4% |
| Admin fee / account holder | $13,755 | $12,400+10.9% | $10,762+27.8% | $11,403+20.6% |