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 | $23,596 | $177,572-86.7% | $154,803-84.8% | $142,382-83.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.16% | 65.07%-51.9pp | 58.88%-45.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,298 | $4,810-73.0% | $4,305-69.9% | $4,299-69.8% |
| Participant deferral / active EE | $4,418 | $6,272-29.6% | $5,540-20.3% | $6,507-32.1% |
| Admin fee / account holder | $14,984 | $16,786-10.7% | $14,329+4.6% | $12,624+18.7% |