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 | $22,700 | $159,602-85.8% | $150,045-84.9% | $142,382-84.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.59% | 70.24%-51.6pp | 62.55%-44.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3,042 | $4,961-38.7% | $4,693-35.2% | $4,299-29.3% |
| Participant deferral / active EE | $5,287 | $8,310-36.4% | $7,997-33.9% | $6,507-18.8% |
| Admin fee / account holder | $1,853 | $14,846-87.5% | $13,435-86.2% | $12,624-85.3% |