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 3-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 | $84,937 | $165,984-48.8% | $164,813-48.5% | $145,922-41.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.13% | 100.03%-87.9pp | 69.93%-57.8pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,439 | $5,273-53.7% | $4,341-43.8% | $4,660-47.7% |
| Participant deferral / active EE | $4,295 | $6,959-38.3% | $6,031-28.8% | $6,688-35.8% |
| Admin fee / account holder | $1,657 | $16,648-90.0% | $12,690-86.9% | $13,397-87.6% |