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 | $15,579 | $111,754-86.1% | $103,333-84.9% | $145,922-89.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.85% | 24.77%-14.9pp | 24.88%-15.0pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,970 | $4,212-29.5% | $3,868-23.2% | $4,660-36.3% |
| Participant deferral / active EE | $5,616 | $5,6190% | $5,057+11.1% | $6,688-16.0% |
| Admin fee / account holder | $798 | $9,750-91.8% | $8,355-90.4% | $13,397-94.0% |