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 | $26,162 | $159,602-83.6% | $150,045-82.6% | $142,382-81.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.08% | 70.24%-49.2pp | 62.55%-41.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $2,895 | $4,961-41.6% | $4,693-38.3% | $4,299-32.7% |
| Participant deferral / active EE | $5,341 | $8,310-35.7% | $7,997-33.2% | $6,507-17.9% |
| Admin fee / account holder | $1,298 | $14,846-91.3% | $13,435-90.3% | $12,624-89.7% |