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 | $21,458 | $109,982-80.5% | $97,226-77.9% | $145,922-85.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 19.80% | 242.90%-223.1pp | 75.13%-55.3pp | 561.29%-541.5pp |
| Employer contribution / active EE | $3,306 | $3,084+7.2% | $2,729+21.2% | $4,660-29.0% |
| Participant deferral / active EE | $4,132 | $4,676-11.6% | $4,264-3.1% | $6,688-38.2% |
| Admin fee / account holder | $723 | $6,221-88.4% | $5,654-87.2% | $13,397-94.6% |