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 5-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 | $21,984 | $177,572-87.6% | $154,803-85.8% | $142,382-84.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.78% | 65.07%-49.3pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,258 | $4,810-53.1% | $4,305-47.5% | $4,299-47.5% |
| Participant deferral / active EE | $4,348 | $6,272-30.7% | $5,540-21.5% | $6,507-33.2% |
| Admin fee / account holder | $595 | $16,786-96.5% | $14,329-95.8% | $12,624-95.3% |