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 | $12,728 | $114,381-88.9% | $107,525-88.2% | $142,382-91.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.30% | 242.71%-226.4pp | 181.32%-165.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,509 | $4,015-37.5% | $3,754-33.2% | $4,299-41.6% |
| Participant deferral / active EE | $2,528 | $5,564-54.6% | $5,116-50.6% | $6,507-61.1% |
| Admin fee / account holder | $954 | $9,860-90.3% | $8,919-89.3% | $12,624-92.4% |