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 | $12,679 | $106,584-88.1% | $101,326-87.5% | $142,382-91.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.69% | 36.93%-18.2pp | 36.82%-18.1pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,000 | $3,956-49.4% | $3,665-45.4% | $4,299-53.5% |
| Participant deferral / active EE | $3,827 | $8,297-53.9% | $7,994-52.1% | $6,507-41.2% |
| Admin fee / account holder | $4,020 | $11,446-64.9% | $11,185-64.1% | $12,624-68.2% |