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 | $13,837 | $100,970-86.3% | $96,576-85.7% | $137,256-89.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 22.93% | 38.16%-15.2pp | 38.47%-15.5pp | 220.34%-197.4pp |
| Employer contribution / active EE | $1,422 | $3,809-62.7% | $3,553-60.0% | $4,156-65.8% |
| Participant deferral / active EE | $2,172 | $8,286-73.8% | $7,956-72.7% | $6,407-66.1% |
| Admin fee / account holder | $568 | $11,312-95.0% | $11,381-95.0% | $12,270-95.4% |