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 | $15,971 | $114,381-86.0% | $107,525-85.1% | $142,382-88.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.63% | 242.71%-225.1pp | 181.32%-163.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,140 | $4,015-46.7% | $3,754-43.0% | $4,299-50.2% |
| Participant deferral / active EE | $3,138 | $5,564-43.6% | $5,116-38.7% | $6,507-51.8% |
| Admin fee / account holder | $1,672 | $9,860-83.0% | $8,919-81.2% | $12,624-86.8% |