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 | $23,293 | $114,381-79.6% | $107,525-78.3% | $142,382-83.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.02% | 242.71%-229.7pp | 181.32%-168.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $3,006 | $4,015-25.1% | $3,754-19.9% | $4,299-30.1% |
| Participant deferral / active EE | $4,206 | $5,564-24.4% | $5,116-17.8% | $6,507-35.4% |
| Admin fee / account holder | $8,711 | $9,860-11.7% | $8,919-2.3% | $12,624-31.0% |