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 | $23,189 | $154,228-85.0% | $145,433-84.1% | $137,256-83.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.88% | 74.59%-52.7pp | 66.58%-44.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $3,586 | $4,804-25.3% | $4,554-21.3% | $4,156-13.7% |
| Participant deferral / active EE | $5,720 | $8,216-30.4% | $7,897-27.6% | $6,407-10.7% |
| Admin fee / account holder | $998 | $14,344-93.0% | $13,129-92.4% | $12,270-91.9% |