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 | $19,164 | $100,773-81.0% | $88,946-78.5% | $142,382-86.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.31% | 70.18%-51.9pp | 57.82%-39.5pp | 217.08%-198.8pp |
| Employer contribution / active EE | $3,494 | $2,918+19.8% | $2,555+36.8% | $4,299-18.7% |
| Participant deferral / active EE | $3,495 | $5,230-33.2% | $4,581-23.7% | $6,507-46.3% |
| Admin fee / account holder | $990 | $9,693-89.8% | $8,261-88.0% | $12,624-92.2% |