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 | $12,093 | $104,974-88.5% | $95,585-87.3% | $142,382-91.5% |
| Participation rate | 92.9% | 75.0%+17.9pp | 72.1%+20.8pp | 80.1%+12.7pp |
| Annual return | 24.68% | 210.33%-185.6pp | 38.56%-13.9pp | 217.08%-192.4pp |
| Employer contribution / active EE | $2,486 | $2,779-10.5% | $2,527-1.6% | $4,299-42.2% |
| Participant deferral / active EE | $4,422 | $4,352+1.6% | $4,023+9.9% | $6,507-32.0% |
| Admin fee / account holder | $660 | $6,386-89.7% | $6,127-89.2% | $12,624-94.8% |