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 | $106,584-87.0% | $101,326-86.3% | $142,382-90.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 22.93% | 36.93%-14.0pp | 36.82%-13.9pp | 217.08%-194.1pp |
| Employer contribution / active EE | $1,422 | $3,956-64.0% | $3,665-61.2% | $4,299-66.9% |
| Participant deferral / active EE | $2,172 | $8,297-73.8% | $7,994-72.8% | $6,507-66.6% |
| Admin fee / account holder | $568 | $11,446-95.0% | $11,185-94.9% | $12,624-95.5% |