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 | $14,653 | $177,572-91.7% | $154,803-90.5% | $142,382-89.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.65% | 65.07%-44.4pp | 58.88%-38.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,142 | $4,810-76.3% | $4,305-73.5% | $4,299-73.4% |
| Participant deferral / active EE | $2,523 | $6,272-59.8% | $5,540-54.5% | $6,507-61.2% |
| Admin fee / account holder | $344 | $16,786-98.0% | $14,329-97.6% | $12,624-97.3% |