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 | $20,432 | $148,534-86.2% | $135,903-85.0% | $139,434-85.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.68% | 79.19%-55.5pp | 68.23%-44.6pp | 372.94%-349.3pp |
| Employer contribution / active EE | $3,694 | $5,243-29.5% | $4,856-23.9% | $4,751-22.2% |
| Participant deferral / active EE | $6,559 | $8,100-19.0% | $7,758-15.5% | $6,710-2.3% |
| Admin fee / account holder | $1,241 | $12,400-90.0% | $10,762-88.5% | $11,403-89.1% |