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 | $16,379 | $105,126-84.4% | $94,646-82.7% | $139,434-88.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 28.08% | 38.03%-9.9pp | 156.71%-128.6pp | 372.94%-344.9pp |
| Employer contribution / active EE | $4,967 | $4,106+21.0% | $3,672+35.3% | $4,751+4.5% |
| Participant deferral / active EE | $8,541 | $7,599+12.4% | $7,418+15.1% | $6,710+27.3% |
| Admin fee / account holder | $1,686 | $8,984-81.2% | $7,231-76.7% | $11,403-85.2% |