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 | $12,137 | $114,381-89.4% | $107,525-88.7% | $142,382-91.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 26.64% | 242.71%-216.1pp | 181.32%-154.7pp | 217.08%-190.4pp |
| Employer contribution / active EE | $2,467 | $4,015-38.5% | $3,754-34.3% | $4,299-42.6% |
| Participant deferral / active EE | $3,915 | $5,564-29.6% | $5,116-23.5% | $6,507-39.8% |
| Admin fee / account holder | $571 | $9,860-94.2% | $8,919-93.6% | $12,624-95.5% |