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 | $12,961 | $114,381-88.7% | $107,525-87.9% | $142,382-90.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 24.55% | 242.71%-218.2pp | 181.32%-156.8pp | 217.08%-192.5pp |
| Employer contribution / active EE | $2,521 | $4,015-37.2% | $3,754-32.8% | $4,299-41.4% |
| Participant deferral / active EE | $3,464 | $5,564-37.7% | $5,116-32.3% | $6,507-46.8% |
| Admin fee / account holder | $651 | $9,860-93.4% | $8,919-92.7% | $12,624-94.8% |