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 | $24,641 | $100,970-75.6% | $96,576-74.5% | $137,256-82.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.27% | 38.16%-16.9pp | 38.47%-17.2pp | 220.34%-199.1pp |
| Employer contribution / active EE | $2,268 | $3,809-40.5% | $3,553-36.2% | $4,156-45.4% |
| Participant deferral / active EE | $5,997 | $8,286-27.6% | $7,956-24.6% | $6,407-6.4% |
| Admin fee / account holder | $1,110 | $11,312-90.2% | $11,381-90.3% | $12,270-91.0% |