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 | $19,174 | $140,940-86.4% | $112,229-82.9% | $139,434-86.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 31.82% | 32.71%-0.9pp | 30.20%+1.6pp | 372.94%-341.1pp |
| Employer contribution / active EE | $2,051 | $4,283-52.1% | $3,430-40.2% | $4,751-56.8% |
| Participant deferral / active EE | $7,858 | $5,874+33.8% | $4,798+63.8% | $6,710+17.1% |
| Admin fee / account holder | $530 | $9,954-94.7% | $7,748-93.2% | $11,403-95.4% |