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 | $23,496 | $114,381-79.5% | $107,525-78.1% | $142,382-83.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.87% | 242.71%-225.8pp | 181.32%-164.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,315 | $4,015-17.4% | $3,754-11.7% | $4,299-22.9% |
| Participant deferral / active EE | $4,319 | $5,564-22.4% | $5,116-15.6% | $6,507-33.6% |
| Admin fee / account holder | $1,734 | $9,860-82.4% | $8,919-80.6% | $12,624-86.3% |