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 | $83,464 | $114,381-27.0% | $107,525-22.4% | $142,382-41.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.61% | 242.71%-225.1pp | 181.32%-163.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,854 | $4,015-4.0% | $3,754+2.7% | $4,299-10.4% |
| Participant deferral / active EE | $15,784 | $5,564+183.7% | $5,116+208.5% | $6,507+142.6% |
| Admin fee / account holder | $1,168 | $9,860-88.2% | $8,919-86.9% | $12,624-90.8% |