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 | $101,618-88.1% | $93,063-87.0% | $137,256-91.2% |
| Participation rate | 92.9% | 74.9%+17.9pp | 72.1%+20.7pp | 80.0%+12.9pp |
| Annual return | 24.68% | 223.95%-199.3pp | 34.15%-9.5pp | 220.34%-195.7pp |
| Employer contribution / active EE | $2,486 | $2,707-8.2% | $2,476+0.4% | $4,156-40.2% |
| Participant deferral / active EE | $4,422 | $4,279+3.3% | $3,958+11.7% | $6,407-31.0% |
| Admin fee / account holder | $660 | $6,198-89.4% | $6,033-89.1% | $12,270-94.6% |