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 | $23,678 | $114,381-79.3% | $107,525-78.0% | $142,382-83.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 90.02% | 242.71%-152.7pp | 181.32%-91.3pp | 217.08%-127.1pp |
| Employer contribution / active EE | $1,709 | $4,015-57.4% | $3,754-54.5% | $4,299-60.3% |
| Participant deferral / active EE | $3,734 | $5,564-32.9% | $5,116-27.0% | $6,507-42.6% |
| Admin fee / account holder | $5,377 | $9,860-45.5% | $8,919-39.7% | $12,624-57.4% |