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 | $19,891 | $127,065-84.3% | $113,168-82.4% | $142,382-86.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 19.19% | 24.03%-4.8pp | 24.27%-5.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,236 | $3,442-35.0% | $2,975-24.9% | $4,299-48.0% |
| Participant deferral / active EE | $2,855 | $5,716-50.1% | $5,107-44.1% | $6,507-56.1% |
| Admin fee / account holder | $1,993 | $15,736-87.3% | $12,068-83.5% | $12,624-84.2% |