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 | $30,186 | $179,726-83.2% | $156,263-80.7% | $142,382-78.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.05% | 77.86%-57.8pp | 59.47%-39.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,908 | $5,069-62.4% | $4,333-56.0% | $4,299-55.6% |
| Participant deferral / active EE | $3,403 | $6,956-51.1% | $6,158-44.7% | $6,507-47.7% |
| Admin fee / account holder | $712 | $17,272-95.9% | $14,255-95.0% | $12,624-94.4% |