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 | $29,082 | $177,572-83.6% | $154,803-81.2% | $142,382-79.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.14% | 65.07%-42.9pp | 58.88%-36.7pp | 217.08%-194.9pp |
| Employer contribution / active EE | $2,082 | $4,810-56.7% | $4,305-51.6% | $4,299-51.6% |
| Participant deferral / active EE | $6,998 | $6,272+11.6% | $5,540+26.3% | $6,507+7.5% |
| Admin fee / account holder | $365 | $16,786-97.8% | $14,329-97.4% | $12,624-97.1% |