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 | $13,820 | $74,888-81.5% | $71,209-80.6% | $142,382-90.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.10% | 345.14%-329.0pp | 282.51%-266.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,117 | $2,854+9.2% | $2,721+14.5% | $4,299-27.5% |
| Participant deferral / active EE | $3,371 | $4,454-24.3% | $4,175-19.3% | $6,507-48.2% |
| Admin fee / account holder | $4,750 | $5,568-14.7% | $5,349-11.2% | $12,624-62.4% |