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 | $13,081 | $106,515-87.7% | $96,683-86.5% | $139,434-90.6% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 20.48% | 38.43%-17.9pp | 35.69%-15.2pp | 372.94%-352.5pp |
| Employer contribution / active EE | $4,290 | $4,103+4.6% | $3,737+14.8% | $4,751-9.7% |
| Participant deferral / active EE | $7,556 | $5,454+38.5% | $4,878+54.9% | $6,710+12.6% |
| Admin fee / account holder | $1,176 | $7,877-85.1% | $6,730-82.5% | $11,403-89.7% |