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 | $24,506 | $114,381-78.6% | $107,525-77.2% | $142,382-82.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 30.52% | 242.71%-212.2pp | 181.32%-150.8pp | 217.08%-186.6pp |
| Employer contribution / active EE | $2,921 | $4,015-27.2% | $3,754-22.2% | $4,299-32.0% |
| Participant deferral / active EE | $4,313 | $5,564-22.5% | $5,116-15.7% | $6,507-33.7% |
| Admin fee / account holder | $3,205 | $9,860-67.5% | $8,919-64.1% | $12,624-74.6% |