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 | $14,607 | $100,773-85.5% | $88,946-83.6% | $142,382-89.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.61% | 70.18%-54.6pp | 57.82%-42.2pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,472 | $2,918-15.3% | $2,555-3.3% | $4,299-42.5% |
| Participant deferral / active EE | $6,220 | $5,230+18.9% | $4,581+35.8% | $6,507-4.4% |
| Admin fee / account holder | $589 | $9,693-93.9% | $8,261-92.9% | $12,624-95.3% |