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 | $20,804 | $100,970-79.4% | $96,576-78.5% | $137,256-84.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 22.75% | 38.16%-15.4pp | 38.47%-15.7pp | 220.34%-197.6pp |
| Employer contribution / active EE | $3,758 | $3,809-1.3% | $3,553+5.8% | $4,156-9.6% |
| Participant deferral / active EE | $3,381 | $8,286-59.2% | $7,956-57.5% | $6,407-47.2% |
| Admin fee / account holder | $441 | $11,312-96.1% | $11,381-96.1% | $12,270-96.4% |