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 | $31,480 | $111,814-71.8% | $93,654-66.4% | $145,959-78.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.66% | 203.30%-190.6pp | 133.34%-120.7pp | 561.95%-549.3pp |
| Employer contribution / active EE | $3,094 | $3,092+0.1% | $2,421+27.8% | $4,661-33.6% |
| Participant deferral / active EE | $10,313 | $4,914+109.8% | $4,413+133.7% | $6,689+54.2% |
| Admin fee / account holder | $4,253 | $10,246-58.5% | $8,282-48.6% | $13,398-68.3% |