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 | $28,936 | $111,814-74.1% | $103,374-72.0% | $145,959-80.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.24% | 24.77%-14.5pp | 24.89%-14.6pp | 561.95%-551.7pp |
| Employer contribution / active EE | $4,343 | $4,214+3.1% | $3,869+12.2% | $4,661-6.8% |
| Participant deferral / active EE | $9,435 | $5,618+67.9% | $5,058+86.5% | $6,689+41.1% |
| Admin fee / account holder | $1,109 | $9,754-88.6% | $8,394-86.8% | $13,398-91.7% |