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 | $18,530 | $111,754-83.4% | $103,333-82.1% | $145,922-87.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.41% | 24.77%-10.4pp | 24.88%-10.5pp | 561.29%-546.9pp |
| Employer contribution / active EE | $985 | $4,212-76.6% | $3,868-74.5% | $4,660-78.9% |
| Participant deferral / active EE | $6,470 | $5,619+15.2% | $5,057+27.9% | $6,688-3.3% |
| Admin fee / account holder | $2,714 | $9,750-72.2% | $8,355-67.5% | $13,397-79.7% |