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 | $20,132 | $159,602-87.4% | $150,045-86.6% | $142,382-85.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 33.13% | 70.24%-37.1pp | 62.55%-29.4pp | 217.08%-183.9pp |
| Employer contribution / active EE | $2,411 | $4,961-51.4% | $4,693-48.6% | $4,299-43.9% |
| Participant deferral / active EE | $5,327 | $8,310-35.9% | $7,997-33.4% | $6,507-18.1% |
| Admin fee / account holder | $440 | $14,846-97.0% | $13,435-96.7% | $12,624-96.5% |