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 | $18,157 | $148,534-87.8% | $135,903-86.6% | $139,434-87.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.23% | 79.19%-55.0pp | 68.23%-44.0pp | 372.94%-348.7pp |
| Employer contribution / active EE | $3,104 | $5,243-40.8% | $4,856-36.1% | $4,751-34.7% |
| Participant deferral / active EE | $4,483 | $8,100-44.7% | $7,758-42.2% | $6,710-33.2% |
| Admin fee / account holder | $869 | $12,400-93.0% | $10,762-91.9% | $11,403-92.4% |